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IIVLX vs MVCAX
IIVLX vs MVCAX Comparison
Open Charts IIVLX vs MVCAX
Transamerica Small/Mid Cap Value C
Price$20.68
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets651.43M
IIVLX vs MVCAX Comparison Chart in %
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IIVLX vs. MVCAX commentary
Jul 07, 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 (651M). 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 : 1.09 vs. IIVLX (-4.84). MVCAX return over 5 years is better than : 60.39 vs. IIVLX (19.56).
| 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 | 3.039 | 2.934 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 651M | 17.3B | 4% |
| Annual Yield % from dividends | 0.18 | 0.87 | 20% |
| Returns for 1 year | -4.84 | 1.09 | -443% |
| Returns for 3 years | -7.27 | 18.70 | -39% |
| Returns for 5 years | 19.56 | 60.39 | 32% |
| Returns for 10 years | -16.15 | 64.61 | -25% |