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IIVLX vs VMVAX
IIVLX vs VMVAX Comparison
Open Charts IIVLX vs VMVAX
Transamerica Small/Mid Cap Value C
Price$20.68
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets651.43M
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
IIVLX vs VMVAX Comparison Chart in %
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IIVLX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. IIVLX (651M). VMVAX pays higher dividends than IIVLX: VMVAX (2.26) vs IIVLX (0.18). IIVLX was incepted earlier than VMVAX: IIVLX (23 years) vs VMVAX (14 years). IIVLX (1.94) is less costly to investors than VMVAX (0.07). IIVLX is a more actively managed with annual turnover of: 46.00 vs. VMVAX (19.00). IIVLX has a lower initial minimum investment than VMVAX: IIVLX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 12.14 vs. IIVLX (-4.84). VMVAX return over 5 years is better than : 77.08 vs. IIVLX (19.56).
| IIVLX | VMVAX | IIVLX / VMVAX | |
| Total Expense Ratio | 1.94 | 0.07 | 2,771% |
| Annual Report Gross Expense Ratio | 1.94 | 0.07 | 2,771% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 3.039 | 3.573 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 651M | 29.9B | 2% |
| Annual Yield % from dividends | 0.18 | 2.26 | 8% |
| Returns for 1 year | -4.84 | 12.14 | -40% |
| Returns for 3 years | -7.27 | 28.52 | -25% |
| Returns for 5 years | 19.56 | 77.08 | 25% |
| Returns for 10 years | -16.15 | 88.11 | -18% |
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