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IIVLX vs VMVAX
IIVLX vs VMVAX Comparison
Open Charts IIVLX vs VMVAX
Transamerica Small/Mid Cap Value C
Price$23.43
Change-$0.18 (-0.76%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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IIVLX vs VMVAX Comparison Chart
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IIVLX vs. VMVAX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. IIVLX (718M). VMVAX pays higher dividends than IIVLX: VMVAX (2.14) vs IIVLX (0.28). IIVLX was incepted earlier than VMVAX: IIVLX (22 years) vs VMVAX (13 years). IIVLX is a more actively managed with annual turnover of: 32.00 vs. VMVAX (22.00). 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 : 21.85 vs. IIVLX (9.60). VMVAX return over 5 years is better than : 48.02 vs. IIVLX (9.19).
| IIVLX | VMVAX | IIVLX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 8.403 | 14.332 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 30.5B | 2% |
| Annual Yield % from dividends | 0.28 | 2.14 | 13% |
| Returns for 1 year | 9.60 | 21.85 | 44% |
| Returns for 3 years | -12.01 | 17.61 | -68% |
| Returns for 5 years | 9.19 | 48.02 | 19% |
| Returns for 10 years | -12.05 | 96.75 | -12% |