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IAAEX vs MVCAX
IAAEX vs MVCAX Comparison
Open Charts IAAEX vs MVCAX
Transamerica Mid Cap Value Opps I2
Price$11.48
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets1.01B
IAAEX vs MVCAX Comparison Chart in %
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IAAEX vs. MVCAX commentary
Jul 27, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. IAAEX (1.01B). IAAEX pays higher dividends than MVCAX: IAAEX (1.48) vs MVCAX (0.87). 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 : 1.55 vs. MVCAX (-1.70). MVCAX return over 5 years is better than : 54.59 vs. IAAEX (20.11).
| IAAEX | MVCAX | IAAEX / MVCAX | |
| Total Expense Ratio | 0.74 | 0.99 | 75% |
| Annual Report Gross Expense Ratio | 0.74 | 1.00 | 74% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 8.098 | 3.814 | 212% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 17.3B | 6% |
| Annual Yield % from dividends | 1.48 | 0.87 | 170% |
| Returns for 1 year | 1.55 | -1.70 | -91% |
| Returns for 3 years | 2.98 | 16.54 | 18% |
| Returns for 5 years | 20.11 | 54.59 | 37% |
| Returns for 10 years | 8.68 | 67.90 | 13% |