IIVLX
Price
$20.68
Change
+$0.07 (+0.34%)
Updated
Jul 3 closing price
Net Assets
651.43M
MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
Interact to see
Advertisement

IIVLX vs MVCAX

Header iconIIVLX vs MVCAX Comparison
Open Charts IIVLX vs MVCAXBanner chart's image
Transamerica Small/Mid Cap Value C
Price$20.68
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets651.43M
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
IIVLX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
IIVLX vs. MVCAX commentary
Jul 06, 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 Buy and MVCAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. IIVLX (651M). MVCAX pays higher dividends than IIVLX: MVCAX (0.87) vs IIVLX (0.18). 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 : 1.09 vs. IIVLX (-4.84). MVCAX return over 5 years is better than : 60.39 vs. IIVLX (19.56).
IIVLXMVCAXIIVLX / MVCAX
Total Expense Ratio1.940.99196%
Annual Report Gross Expense Ratio1.941.00194%
Fund Existence23 years24 years-
Gain YTD3.0392.934104%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets651M17.3B4%
Annual Yield % from dividends0.180.8720%
Returns for 1 year-4.841.09-443%
Returns for 3 years-7.2718.70-39%
Returns for 5 years19.5660.3932%
Returns for 10 years-16.1564.61-25%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
QMID27.341.12
+4.25%
WisdomTree U.S. Mid Cap Quality Gr
CNYA28.910.21
+0.73%
iShares MSCI China A ETF
SPHQ72.110.38
+0.53%
Invesco S&P 500® Quality ETF
HYRM23.480.05
+0.19%
Xtrackers Risk Managed USD HY Strat ETF
LONZ50.910.07
+0.14%
PIMCO Sr Ln Actv ETF