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IIVLX vs VMVIX
IIVLX vs VMVIX Comparison
Open Charts IIVLX vs VMVIX
Transamerica Small/Mid Cap Value C
Price$20.89
Change+$0.14 (+0.67%)
VolumeN/A
Net Assets653.07M
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
IIVLX vs VMVIX Comparison Chart in %
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IIVLX vs. VMVIX commentary
Jul 28, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. IIVLX (653M). VMVIX pays higher dividends than IIVLX: VMVIX (2.14) vs IIVLX (0.18). IIVLX was incepted earlier than VMVIX: IIVLX (23 years) vs VMVIX (19 years). IIVLX (1.94) is less costly to investors than VMVIX (0.19). IIVLX is a more actively managed with annual turnover of: 46.00 vs. VMVIX (19.00). IIVLX has a lower initial minimum investment than VMVIX: IIVLX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 9.75 vs. IIVLX (-9.29). VMVIX return over 5 years is better than : 71.74 vs. IIVLX (17.40).
| IIVLX | VMVIX | IIVLX / VMVIX | |
| Total Expense Ratio | 1.94 | 0.19 | 1,021% |
| Annual Report Gross Expense Ratio | 1.94 | 0.19 | 1,021% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.086 | 5.522 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 653M | 30.6B | 2% |
| Annual Yield % from dividends | 0.18 | 2.14 | 8% |
| Returns for 1 year | -9.29 | 9.75 | -95% |
| Returns for 3 years | -9.01 | 28.14 | -32% |
| Returns for 5 years | 17.40 | 71.74 | 24% |
| Returns for 10 years | -13.27 | 93.04 | -14% |
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