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IIVAX vs VMVIX
IIVAX vs VMVIX Comparison
Open Charts IIVAX vs VMVIX
Transamerica Small/Mid Cap Value A
Price$27.21
Change+$0.19 (+0.70%)
VolumeN/A
Net Assets653.07M
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
IIVAX vs VMVIX Comparison Chart in %
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IIVAX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. IIVAX (653M). VMVIX pays higher dividends than IIVAX: VMVIX (2.14) vs IIVAX (0.79). IIVAX was incepted earlier than VMVIX: IIVAX (24 years) vs VMVIX (19 years). IIVAX (1.20) is less costly to investors than VMVIX (0.19). IIVAX is a more actively managed with annual turnover of: 46.00 vs. VMVIX (19.00). IIVAX has a lower initial minimum investment than VMVIX: IIVAX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 9.75 vs. IIVAX (-5.72). VMVIX return over 5 years is better than : 71.74 vs. IIVAX (30.87).
| IIVAX | VMVIX | IIVAX / VMVIX | |
| Total Expense Ratio | 1.19 | 0.19 | 626% |
| Annual Report Gross Expense Ratio | 1.20 | 0.19 | 632% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 4.533 | 5.522 | 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 | 2.14 | 37% |
| Returns for 1 year | -5.72 | 9.75 | -59% |
| Returns for 3 years | -1.69 | 28.14 | -6% |
| Returns for 5 years | 30.87 | 71.74 | 43% |
| Returns for 10 years | 4.61 | 93.04 | 5% |
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