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IIVLX vs MVCAX
IIVLX vs MVCAX Comparison
Open Charts IIVLX vs MVCAX
Transamerica Small/Mid Cap Value C
Price$20.89
Change+$0.14 (+0.67%)
VolumeN/A
Net Assets653.07M
IIVLX vs MVCAX Comparison Chart in %
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IIVLX vs. MVCAX commentary
Jul 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 IIVLX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. IIVLX (653M). MVCAX pays higher dividends than IIVLX: MVCAX (0.87) vs IIVLX (0.18). IIVLX was incepted earlier than MVCAX: IIVLX (23 years) vs MVCAX (24 years). IIVLX (1.94) is less costly to investors than MVCAX (1.00). IIVLX is a more actively managed with annual turnover of: 46.00 vs. MVCAX (27.00). IIVLX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -1.70 vs. IIVLX (-9.29). MVCAX return over 5 years is better than : 54.59 vs. IIVLX (17.40).
| IIVLX | MVCAX | IIVLX / MVCAX | |
| Total Expense Ratio | 1.94 | 0.99 | 196% |
| Annual Report Gross Expense Ratio | 1.94 | 1.00 | 194% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 4.086 | 3.814 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 653M | 17.3B | 4% |
| Annual Yield % from dividends | 0.18 | 0.87 | 20% |
| Returns for 1 year | -9.29 | -1.70 | 548% |
| Returns for 3 years | -9.01 | 16.54 | -54% |
| Returns for 5 years | 17.40 | 54.59 | 32% |
| Returns for 10 years | -13.27 | 67.90 | -20% |
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