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IIVLX vs VMVAX
IIVLX vs VMVAX Comparison
Open Charts IIVLX vs VMVAX
Transamerica Small/Mid Cap Value C
Price$19.24
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets619.45M
Vanguard Mid-Cap Value Index Admiral
Price$82.45
Change+$0.12 (+0.15%)
VolumeN/A
Net Assets29.07B
IIVLX vs VMVAX Comparison Chart
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IIVLX vs. VMVAX commentary
May 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. IIVLX (619M). VMVAX pays higher dividends than IIVLX: VMVAX (2.40) vs IIVLX (0.19). IIVLX was incepted earlier than VMVAX: IIVLX (23 years) vs VMVAX (14 years). IIVLX (1.94) is less costly to investors than VMVAX (0.07). IIVLX is a more actively managed with annual turnover of: 32.00 vs. VMVAX (19.00). IIVLX has a lower initial minimum investment than VMVAX: IIVLX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 3.63 vs. IIVLX (-14.79). VMVAX return over 5 years is better than : 76.66 vs. IIVLX (17.53).
| IIVLX | VMVAX | IIVLX / VMVAX | |
| Total Expense Ratio | 1.94 | 0.07 | 2,771% |
| Annual Report Gross Expense Ratio | 1.94 | 0.07 | 2,771% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -4.136 | -1.539 | 269% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 29.1B | 2% |
| Annual Yield % from dividends | 0.19 | 2.40 | 8% |
| Returns for 1 year | -14.79 | 3.63 | -407% |
| Returns for 3 years | -16.20 | 15.72 | -103% |
| Returns for 5 years | 17.53 | 76.66 | 23% |
| Returns for 10 years | -21.89 | 75.91 | -29% |
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