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IIVLX vs MVCAX
IIVLX vs MVCAX Comparison
Open Charts IIVLX vs MVCAX
Transamerica Small/Mid Cap Value C
Price$20.98
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets628.24M
IIVLX vs MVCAX Comparison Chart in %
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IIVLX vs. MVCAX commentary
Oct 19, 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 StrongBuy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. IIVLX (628M). MVCAX pays higher dividends than IIVLX: MVCAX (0.84) 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 : -9.14 vs. IIVLX (-12.28). MVCAX return over 5 years is better than : 44.40 vs. IIVLX (10.49).
| 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 | 4.534 | 3.585 | 126% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 16.9B | 4% |
| Annual Yield % from dividends | 0.17 | 0.84 | 20% |
| Returns for 1 year | -12.28 | -9.14 | 134% |
| Returns for 3 years | -3.29 | 20.07 | -16% |
| Returns for 5 years | 10.49 | 44.40 | 24% |
| Returns for 10 years | -10.61 | 70.98 | -15% |
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