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IIVLX vs VMVIX
IIVLX vs VMVIX Comparison
Open Charts IIVLX vs VMVIX
Transamerica Small/Mid Cap Value C
Price$19.25
Change+$0.23 (+1.21%)
VolumeN/A
Net Assets614.15M
Vanguard Mid-Cap Value Index Investor
Price$62.58
Change+$0.46 (+0.74%)
VolumeN/A
Net Assets29.07B
IIVLX vs VMVIX Comparison Chart
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IIVLX vs. VMVIX commentary
May 09, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.1B vs. IIVLX (614M). VMVIX pays higher dividends than IIVLX: VMVIX (2.27) vs IIVLX (0.19). IIVLX was incepted earlier than VMVIX: IIVLX (23 years) vs VMVIX (19 years). IIVLX (1.94) is less costly to investors than VMVIX (0.19). IIVLX is a more actively managed with annual turnover of: 32.00 vs. VMVIX (19.00). IIVLX has a lower initial minimum investment than VMVIX: IIVLX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 3.71 vs. IIVLX (-15.01). VMVIX return over 5 years is better than : 75.04 vs. IIVLX (16.18).
| IIVLX | VMVIX | IIVLX / VMVIX | |
| Total Expense Ratio | 1.94 | 0.19 | 1,021% |
| Annual Report Gross Expense Ratio | 1.94 | 0.19 | 1,021% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -5.232 | -2.409 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 614M | 29.1B | 2% |
| Annual Yield % from dividends | 0.19 | 2.27 | 8% |
| Returns for 1 year | -15.01 | 3.71 | -405% |
| Returns for 3 years | -17.30 | 14.10 | -123% |
| Returns for 5 years | 16.18 | 75.04 | 22% |
| Returns for 10 years | -23.03 | 73.59 | -31% |
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