Transamerica Small/Mid Cap Value Fund (IIVAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to IIVAX
IIVAX charges 1.23% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among IIVAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | IIVAX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | IIVAX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | IIVAX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | IIVAX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | IIVAX vs VMVIX |
Best Risk-Adjusted Alternatives to IIVAX
Among mutual funds in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | IIVAX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | IIVAX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | IIVAX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | IIVAX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | IIVAX vs VVOAX |
Top Performing IIVAX Alternatives (YTD)
IIVAX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | IIVAX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | IIVAX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | IIVAX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | IIVAX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | IIVAX vs HWMIX |
Lowest Volatility Alternatives to IIVAX
IIVAX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | IIVAX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | IIVAX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | IIVAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | IIVAX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | IIVAX vs RSVAX |
Lowest Drawdown Alternatives to IIVAX
IIVAX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | IIVAX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | IIVAX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | IIVAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | IIVAX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | IIVAX vs CISMX |
Other Mutual Funds from Transamerica
Most popular Transamerica mutual funds on PortfoliosLab, across asset classes.
Often Compared With IIVAX
What investors most often compare with IIVAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Allspring Special Mid Cap Value Fund - Class A | Mid Cap Value Equities | 21 | 0.73% | Jul 31, 2007 | IIVAX vs WFPAX | |
| Congress Small Cap Growth Fund | Small Cap Growth Equities | 26 | -4.16% | Dec 9, 1999 | IIVAX vs CSMCX | |
| iShares Russell 2500 ETF | Small Cap Growth Equities | 65 | 2.10% | Jul 6, 2017 | IIVAX vs SMMD | |
| Transamerica High Yield Bond | High Yield Bonds | 85 | -2.04% | Jun 14, 1985 | IIVAX vs TAHTX | |
| Transamerica Energy Infrastructure | Energy Equities | 58 | 22.91% | Apr 29, 2013 | IIVAX vs TMLPX | |
| Transamerica Intermediate Muni | Municipal Bonds | 48 | -0.40% | Oct 30, 2012 | IIVAX vs TIMUX | |
| Transamerica International Equity | Foreign Large Cap Equities | 44 | -2.81% | Dec 17, 1992 | IIVAX vs TSWIX | |
| Transamerica Bond | Intermediate Core-Plus Bond | 45 | -0.83% | Jun 29, 1987 | IIVAX vs IDITX | |
| Transamerica Mid Cap Growth | Mid Cap Growth Equities | 11 | -8.29% | Nov 7, 2001 | IIVAX vs TMIFX |
Compare IIVAX with Any Fund or Stock
Compare IIVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.