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IIVLX vs MVCAX
IIVLX vs MVCAX Comparison
Open Charts IIVLX vs MVCAX
Transamerica Small/Mid Cap Value C
Price$21.44
Change-$0.23 (-1.06%)
VolumeN/A
Net Assets649M
IIVLX vs MVCAX Comparison Chart in %
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IIVLX vs. MVCAX commentary
Sep 15, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. IIVLX (649M). 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 : -2.60 vs. IIVLX (-5.38). MVCAX return over 5 years is better than : 53.99 vs. IIVLX (19.09).
| 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 | 6.826 | 5.346 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 649M | 17.1B | 4% |
| Annual Yield % from dividends | 0.17 | 0.84 | 20% |
| Returns for 1 year | -5.38 | -2.60 | 207% |
| Returns for 3 years | -5.43 | 16.10 | -34% |
| Returns for 5 years | 19.09 | 53.99 | 35% |
| Returns for 10 years | -6.35 | 75.48 | -8% |
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