IAAEX
Price
$11.34
Change
+$0.08 (+0.71%)
Updated
Oct 17 closing price
Net Assets
944.33M
MVCAX
Price
$31.78
Change
+$0.15 (+0.47%)
Updated
Oct 17 closing price
Net Assets
16.89B
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IAAEX vs MVCAX

Header iconIAAEX vs MVCAX Comparison
Open Charts IAAEX vs MVCAXBanner chart's image
Transamerica Mid Cap Value Opps I2
Price$11.34
Change+$0.08 (+0.71%)
VolumeN/A
Net Assets944.33M
MFS Mid Cap Value A
Price$31.78
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets16.89B
IAAEX vs MVCAX Comparison Chart in %
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IAAEX vs. MVCAX commentary
Oct 19, 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 IAAEX is a StrongBuy and MVCAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. IAAEX (944M). IAAEX pays higher dividends than MVCAX: IAAEX (1.43) vs MVCAX (0.84). IAAEX was incepted earlier than MVCAX: IAAEX (11 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than IAAEX (0.74). IAAEX is a more actively managed with annual turnover of: 48.00 vs. MVCAX (27.00). IAAEX has a lower initial minimum investment than MVCAX: IAAEX (0) vs MVCAX (1000). IAAEX annual gain was more profitable for investors over the last year : -4.11 vs. MVCAX (-9.14). MVCAX return over 5 years is better than : 44.40 vs. IAAEX (11.52).
IAAEXMVCAXIAAEX / MVCAX
Total Expense Ratio0.740.9975%
Annual Report Gross Expense Ratio0.741.0074%
Fund Existence11 years24 years-
Gain YTD6.7803.585189%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets944M16.9B6%
Annual Yield % from dividends1.430.84170%
Returns for 1 year-4.11-9.1445%
Returns for 3 years9.3720.0747%
Returns for 5 years11.5244.4026%
Returns for 10 years5.6670.988%
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