Ad is loading...
IIVLX vs MVCAX
IIVLX vs MVCAX Comparison
Open Charts IIVLX vs MVCAX
Transamerica Small/Mid Cap Value C
Price$20.72
Change+$0.19 (+0.93%)
VolumeN/A
Net Assets682.37M
IIVLX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IIVLX vs. MVCAX commentary
Jan 31, 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: 17.6B vs. IIVLX (682M). MVCAX pays higher dividends than IIVLX: MVCAX (1.16) vs IIVLX (0.28). IIVLX was incepted earlier than MVCAX: IIVLX (22 years) vs MVCAX (23 years). IIVLX is a more actively managed with annual turnover of: 32.00 vs. MVCAX (19.00). IIVLX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 9.88 vs. IIVLX (-3.31). MVCAX return over 5 years is better than : 37.75 vs. IIVLX (-3.33).
| IIVLX | MVCAX | IIVLX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 2.292 | 4.172 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682M | 17.6B | 4% |
| Annual Yield % from dividends | 0.28 | 1.16 | 24% |
| Returns for 1 year | -3.31 | 9.88 | -33% |
| Returns for 3 years | -15.17 | 6.84 | -222% |
| Returns for 5 years | -3.33 | 37.75 | -9% |
| Returns for 10 years | -13.11 | 74.85 | -18% |
View a ticker or compare two or three
VS
VS
Ad is loading...