Interact to see
Advertisement
Advertisement
IIVAX vs VMVAX
IIVAX vs VMVAX Comparison
Open Charts IIVAX vs VMVAX
Transamerica Small/Mid Cap Value A
Price$27.21
Change+$0.19 (+0.70%)
VolumeN/A
Net Assets653.07M
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change+$0.58 (+0.66%)
VolumeN/A
Net Assets30.57B
IIVAX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IIVAX vs. VMVAX 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 IIVAX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. IIVAX (653M). VMVAX pays higher dividends than IIVAX: VMVAX (2.26) vs IIVAX (0.79). IIVAX was incepted earlier than VMVAX: IIVAX (24 years) vs VMVAX (14 years). IIVAX (1.20) is less costly to investors than VMVAX (0.07). IIVAX is a more actively managed with annual turnover of: 46.00 vs. VMVAX (19.00). IIVAX has a lower initial minimum investment than VMVAX: IIVAX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 9.76 vs. IIVAX (-5.72). VMVAX return over 5 years is better than : 71.82 vs. IIVAX (30.87).
| IIVAX | VMVAX | IIVAX / VMVAX | |
| Total Expense Ratio | 1.19 | 0.07 | 1,700% |
| Annual Report Gross Expense Ratio | 1.20 | 0.07 | 1,714% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 4.533 | 5.532 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 653M | 30.6B | 2% |
| Annual Yield % from dividends | 0.79 | 2.26 | 35% |
| Returns for 1 year | -5.72 | 9.76 | -59% |
| Returns for 3 years | -1.69 | 28.18 | -6% |
| Returns for 5 years | 30.87 | 71.82 | 43% |
| Returns for 10 years | 4.61 | 93.07 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement