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IIVAX vs MVCAX
IIVAX vs MVCAX Comparison
Open Charts IIVAX vs MVCAX
Transamerica Small/Mid Cap Value A
Price$27.38
Change+$0.15 (+0.55%)
VolumeN/A
Net Assets628.24M
IIVAX vs MVCAX Comparison Chart in %
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IIVAX 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 IIVAX is a StrongBuy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. IIVAX (628M). MVCAX pays higher dividends than IIVAX: MVCAX (0.84) vs IIVAX (0.74). IIVAX was incepted earlier than MVCAX: IIVAX (25 years) vs MVCAX (24 years). IIVAX (1.20) is less costly to investors than MVCAX (1.00). IIVAX is a more actively managed with annual turnover of: 46.00 vs. MVCAX (27.00). MVCAX (6%) and IIVAX (6%) have equivalent initial investment costs. IIVAX (1000) and MVCAX (1000) have matching initial minimum investment requirements. IIVAX (-8.80) and MVCAX (-9.14) have marching annual gain over last year. MVCAX return over 5 years is better than : 44.40 vs. IIVAX (23.19).
| IIVAX | MVCAX | IIVAX / MVCAX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.20 | 1.00 | 120% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 5.186 | 3.585 | 145% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 16.9B | 4% |
| Annual Yield % from dividends | 0.74 | 0.84 | 89% |
| Returns for 1 year | -8.80 | -9.14 | 96% |
| Returns for 3 years | 4.49 | 20.07 | 22% |
| Returns for 5 years | 23.19 | 44.40 | 52% |
| Returns for 10 years | 7.85 | 70.98 | 11% |
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