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MCVAX vs MVCAX
MCVAX vs MVCAX Comparison
Open Charts MCVAX vs MVCAX
Transamerica Mid Cap Value Opps A
Price$10.82
Change+$0.23 (+2.17%)
VolumeN/A
Net Assets968.26M
MCVAX vs MVCAX Comparison Chart
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MCVAX vs. MVCAX commentary
May 13, 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 MCVAX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.5B vs. MCVAX (968M). MCVAX pays higher dividends than MVCAX: MCVAX (1.11) vs MVCAX (0.93). MCVAX was incepted earlier than MVCAX: MCVAX (11 years) vs MVCAX (24 years). MCVAX (1.19) is less costly to investors than MVCAX (1.00). MCVAX is a more actively managed with annual turnover of: 48.00 vs. MVCAX (27.00). MVCAX (6%) and MCVAX (6%) have equivalent initial investment costs. MCVAX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MCVAX annual gain was more profitable for investors over the last year : -5.08 vs. MVCAX (-8.01). MVCAX return over 5 years is better than : 71.01 vs. MCVAX (29.15).
| MCVAX | MVCAX | MCVAX / MVCAX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.19 | 1.00 | 119% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 0.284 | -4.042 | -7% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 16.5B | 6% |
| Annual Yield % from dividends | 1.11 | 0.93 | 119% |
| Returns for 1 year | -5.08 | -8.01 | 63% |
| Returns for 3 years | -7.41 | 4.54 | -163% |
| Returns for 5 years | 29.15 | 71.01 | 41% |
| Returns for 10 years | -3.10 | 49.80 | -6% |
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