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IIVAX vs VMVAX
IIVAX vs VMVAX Comparison
Open Charts IIVAX vs VMVAX
Transamerica Small/Mid Cap Value A
Price$25.58
Change-$0.35 (-1.35%)
VolumeN/A
Net Assets626.67M
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
IIVAX vs VMVAX Comparison Chart
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IIVAX vs. VMVAX commentary
Jun 16, 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: 29.9B vs. IIVAX (627M). VMVAX pays higher dividends than IIVAX: VMVAX (2.31) vs IIVAX (0.81). 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 : 7.23 vs. IIVAX (-6.31). VMVAX return over 5 years is better than : 69.23 vs. IIVAX (26.14).
| 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 | -1.729 | -0.023 | 7,630% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 29.9B | 2% |
| Annual Yield % from dividends | 0.81 | 2.31 | 35% |
| Returns for 1 year | -6.31 | 7.23 | -87% |
| Returns for 3 years | -4.18 | 24.99 | -17% |
| Returns for 5 years | 26.14 | 69.23 | 38% |
| Returns for 10 years | -5.78 | 78.81 | -7% |
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