IAAEX
Price
$11.49
Change
+$0.11 (+0.97%)
Updated
Sep 26 closing price
Net Assets
959.62M
MVCAX
Price
$32.06
Change
+$0.39 (+1.23%)
Updated
Sep 26 closing price
Net Assets
16.88B
Interact to see
Advertisement

IAAEX vs MVCAX

Header iconIAAEX vs MVCAX Comparison
Open Charts IAAEX vs MVCAXBanner chart's image
Transamerica Mid Cap Value Opps I2
Price$11.49
Change+$0.11 (+0.97%)
VolumeN/A
Net Assets959.62M
MFS Mid Cap Value A
Price$32.06
Change+$0.39 (+1.23%)
VolumeN/A
Net Assets16.88B
IAAEX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
IAAEX vs. MVCAX commentary
Sep 28, 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 Hold and MVCAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. IAAEX (960M). IAAEX pays higher dividends than MVCAX: IAAEX (1.42) 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 : -1.03 vs. MVCAX (-6.51). MVCAX return over 5 years is better than : 56.63 vs. IAAEX (20.83).
IAAEXMVCAXIAAEX / MVCAX
Total Expense Ratio0.740.9975%
Annual Report Gross Expense Ratio0.741.0074%
Fund Existence11 years24 years-
Gain YTD8.1924.498182%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets960M16.9B6%
Annual Yield % from dividends1.420.84169%
Returns for 1 year-1.03-6.5116%
Returns for 3 years15.8327.5457%
Returns for 5 years20.8356.6337%
Returns for 10 years14.9284.5618%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
BYRE25.130.18
+0.71%
Principal Real Estate Active Opp ETF
PMMR25.77N/A
N/A
PGIM S&P 500 Max Buffer ETF - March
HYD50.69-0.01
-0.02%
VanEck High Yield Muni ETF
DFP21.65-0.05
-0.23%
FLAHERTY & CRUMRINE DYNAMIC PREFERRED AND Income FUND
STXT20.20-0.07
-0.33%
Strive Total Return Bond ETF