IIVLX
Price
$19.53
Change
-$0.32 (-1.61%)
Updated
Mar 10 closing price
Net Assets
649.12M
MVCAX
Price
$29.73
Change
-$0.44 (-1.46%)
Updated
Mar 10 closing price
Net Assets
17.02B
Ad is loading...

IIVLX vs MVCAX

Header iconIIVLX vs MVCAX Comparison
Open Charts IIVLX vs MVCAXBanner chart's image
Transamerica Small/Mid Cap Value C
Price$19.53
Change-$0.32 (-1.61%)
VolumeN/A
Net Assets649.12M
MFS Mid Cap Value A
Price$29.73
Change-$0.44 (-1.46%)
VolumeN/A
Net Assets17.02B
IIVLX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
IIVLX vs. MVCAX commentary
Mar 11, 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 Hold and MVCAX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. IIVLX (649M). MVCAX pays higher dividends than IIVLX: MVCAX (0.87) vs IIVLX (0.18). IIVLX was incepted earlier than MVCAX: IIVLX (22 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: 32.00 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 : -3.42 vs. IIVLX (-10.83). MVCAX return over 5 years is better than : 46.03 vs. IIVLX (7.18).
IIVLXMVCAXIIVLX / MVCAX
Total Expense Ratio1.940.99196%
Annual Report Gross Expense Ratio1.941.00194%
Fund Existence22 years24 years-
Gain YTD-1.096-1.66266%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets649M17B4%
Annual Yield % from dividends0.180.8720%
Returns for 1 year-10.83-3.42316%
Returns for 3 years-15.096.28-240%
Returns for 5 years7.1846.0316%
Returns for 10 years-17.0061.83-28%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
EWK20.310.30
+1.49%
iShares MSCI Belgium ETF
TPLE25.610.24
+0.96%
Timothy Plan US Large/Mid Cp Cr Enh ETF
NANR53.030.47
+0.89%
SPDR S&P® North American Natural Res ETF
FTSD90.57N/A
N/A
Franklin Short Duration US Govt ETF
KBWB63.56-0.32
-0.50%
Invesco KBW Bank ETF