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IIVLX vs VMVAX
IIVLX vs VMVAX Comparison
Open Charts IIVLX vs VMVAX
Transamerica Small/Mid Cap Value C
Price$19.66
Change-$0.27 (-1.35%)
VolumeN/A
Net Assets626.67M
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
IIVLX vs VMVAX Comparison Chart
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IIVLX vs. VMVAX commentary
Jun 16, 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 (627M). VMVAX pays higher dividends than IIVLX: VMVAX (2.31) 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 : 7.23 vs. IIVLX (-9.82). VMVAX return over 5 years is better than : 69.23 vs. IIVLX (13.21).
| 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 | -2.043 | -0.023 | 9,016% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 29.9B | 2% |
| Annual Yield % from dividends | 0.18 | 2.31 | 8% |
| Returns for 1 year | -9.82 | 7.23 | -136% |
| Returns for 3 years | -11.29 | 24.99 | -45% |
| Returns for 5 years | 13.21 | 69.23 | 19% |
| Returns for 10 years | -21.86 | 78.81 | -28% |
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