Interact to see
Advertisement
Advertisement
IIVLX vs MVCAX
IIVLX vs MVCAX Comparison
Open Charts IIVLX vs MVCAX
Transamerica Small/Mid Cap Value C
Price$21.44
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets653.91M
IIVLX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IIVLX vs. MVCAX commentary
Sep 09, 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: 17.3B vs. IIVLX (654M). 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 : -2.57 vs. IIVLX (-5.22). MVCAX return over 5 years is better than : 52.00 vs. IIVLX (17.47).
| 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 | 6.826 | 5.508 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 17.3B | 4% |
| Annual Yield % from dividends | 0.17 | 0.84 | 20% |
| Returns for 1 year | -5.22 | -2.57 | 203% |
| Returns for 3 years | -7.97 | 18.36 | -43% |
| Returns for 5 years | 17.47 | 52.00 | 34% |
| Returns for 10 years | -5.65 | 75.57 | -7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| INFR | 26.01 | 0.38 | +1.46% |
| ClearBridge Sustainable Infras ETF | |||
| GDO | 11.92 | 0.03 | +0.25% |
| Western Asset Global Corporate Opportunity Fund Inc | |||
| DES | 34.38 | 0.02 | +0.06% |
| WisdomTree US SmallCap Dividend ETF | |||
| DJD | 54.71 | -0.24 | -0.43% |
| Invesco Dow Jones Industrial Avg Div ETF | |||
| NBET | 32.26 | -0.33 | -1.03% |
| Neuberger Berman Engy Trnstn & InfrasETF | |||