Interact to see
Advertisement
Advertisement
IIVLX vs MVCAX
IIVLX vs MVCAX Comparison
Open Charts IIVLX vs MVCAX
Transamerica Small/Mid Cap Value C
Price$20.98
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets624.99M
IIVLX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IIVLX vs. MVCAX commentary
Oct 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IIVLX is a StrongBuy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. IIVLX (625M). MVCAX pays higher dividends than IIVLX: MVCAX (0.84) vs IIVLX (0.17). IIVLX was incepted earlier than MVCAX: IIVLX (23 years) vs MVCAX (24 years). IIVLX (1.94) is less costly to investors than MVCAX (1.00). IIVLX is a more actively managed with annual turnover of: 46.00 vs. MVCAX (27.00). IIVLX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -9.57 vs. IIVLX (-12.74). MVCAX return over 5 years is better than : 43.72 vs. IIVLX (9.91).
| IIVLX | MVCAX | IIVLX / MVCAX | |
| Total Expense Ratio | 1.94 | 0.99 | 196% |
| Annual Report Gross Expense Ratio | 1.94 | 1.00 | 194% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 3.986 | 3.096 | 129% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 625M | 16.8B | 4% |
| Annual Yield % from dividends | 0.17 | 0.84 | 20% |
| Returns for 1 year | -12.74 | -9.57 | 133% |
| Returns for 3 years | -3.80 | 19.51 | -19% |
| Returns for 5 years | 9.91 | 43.72 | 23% |
| Returns for 10 years | -11.08 | 70.17 | -16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ALTY | 11.82 | 0.04 | +0.35% |
| Global X Alternative Income ETF | |||
| GTEK | 39.36 | 0.04 | +0.10% |
| Goldman Sachs Future Tech Leaders Eq ETF | |||
| GENW | 12.25 | N/A | N/A |
| Genter Capital International Div ETF | |||
| AVUV | 97.06 | -0.03 | -0.03% |
| Avantis US Small Cap Value ETF | |||
| DLY | 14.63 | -0.04 | -0.27% |
| DoubleLine Yield Opportunities Fund | |||