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IIVLX vs MVCAX
IIVLX vs MVCAX Comparison
Open Charts IIVLX vs MVCAX
Transamerica Small/Mid Cap Value C
Price$21.74
Change+$0.24 (+1.12%)
VolumeN/A
Net Assets638.47M
IIVLX vs MVCAX Comparison Chart in %
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IIVLX vs. MVCAX commentary
Dec 04, 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. IIVLX (638M). MVCAX pays higher dividends than IIVLX: MVCAX (0.83) vs IIVLX (0.17). 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 : -10.42 vs. IIVLX (-12.97). MVCAX return over 5 years is better than : 34.05 vs. IIVLX (-0.25).
| 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 | 7.524 | 5.280 | 142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 17B | 4% |
| Annual Yield % from dividends | 0.17 | 0.83 | 20% |
| Returns for 1 year | -12.97 | -10.42 | 124% |
| Returns for 3 years | -9.12 | 10.29 | -89% |
| Returns for 5 years | -0.25 | 34.05 | -1% |
| Returns for 10 years | -10.07 | 72.82 | -14% |
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