Transamerica Small/Mid Cap Value Fund (IIVAX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IIVAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IIVAX
IIVAX charges 1.23% annually. There are 95 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | IIVAX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | IIVAX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | IIVAX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | IIVAX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | IIVAX vs VMVIX |
Best Risk-Adjusted Alternatives to IIVAX
IIVAX has a PortfoliosLab risk / return rank of 44. There are 53 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 90 | — | Mar 2002 | IIVAX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | IIVAX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 86 | — | Aug 1998 | IIVAX vs NCBVX | |
| Delaware Opportunity Fund | 85 | — | Aug 1992 | IIVAX vs FIUSX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 85 | — | Nov 2001 | IIVAX vs SMVTX |
Top Performing IIVAX Alternatives (YTD)
IIVAX is at 12.95% YTD. There are 77 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 26.44% | — | Dec 1983 | IIVAX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.40% | — | Jul 1995 | IIVAX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.23% | — | Sep 1996 | IIVAX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.06% | — | Aug 1986 | IIVAX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.73% | — | Aug 2001 | IIVAX vs FVCSX |
Lowest Volatility Alternatives to IIVAX
IIVAX has 13.55% 1-year volatility. There are 39 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.53% | 36.60B | Sep 2011 | IIVAX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.54% | — | Aug 2006 | IIVAX vs VMVIX | |
| American Century Mid Cap Value Fund | 11.85% | 5.65B | Mar 2004 | IIVAX vs ACMVX | |
| Principal MidCap Value Fund I | 11.87% | — | Dec 2003 | IIVAX vs PVMIX | |
| American Century Mid Cap Value Fund A Class | 11.87% | — | Mar 2004 | IIVAX vs ACLAX |
Lowest Drawdown Alternatives to IIVAX
IIVAX has a 1-year max drawdown of -8.87%. There are 45 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | IIVAX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | IIVAX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | IIVAX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | IIVAX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | IIVAX vs VMVAX |
Other Mutual Funds from Transamerica
The 10 most viewed Transamerica mutual funds shown here include TADAX, IAAAX, TISVX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Transamerica US Growth | Large Cap Growth Equities | 20 | 6.89% | — | Nov 2009 | IIVAX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 49 | 10.29% | — | Feb 2002 | IIVAX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 23 | 11.51% | — | Jan 2013 | IIVAX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 4 | -1.32% | — | Mar 1999 | IIVAX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 49 | 7.44% | — | Feb 2002 | IIVAX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 82 | 2.95% | — | Jul 2013 | IIVAX vs THYIX | |
| Transamerica International Equity | Foreign Large Cap Equities | 45 | 13.44% | — | Dec 1992 | IIVAX vs TSWIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 89 | 5.44% | — | Aug 2011 | IIVAX vs EMTIX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 43 | 10.69% | — | Sep 2000 | IIVAX vs TLOFX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 48 | 5.47% | — | Feb 2002 | IIVAX vs IMOAX |
Often Compared With IIVAX
Investors most often compare IIVAX with WFPAX, CSMCX, TAHTX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare IIVAX with Any Fund or Stock
Compare IIVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IIVAX with funds that move differently
Transamerica Small/Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IIVAX.
Explore IIVAX Diversifiers