Ad is loading...
MCVAX vs MVCAX
MCVAX vs MVCAX Comparison
Open Charts MCVAX vs MVCAX
Transamerica Mid Cap Value Opps A
Price$10.87
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets1.07B
MCVAX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MCVAX vs. MVCAX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. MCVAX (1.07B). MCVAX pays higher dividends than MVCAX: MCVAX (1.08) vs MVCAX (0.90). MCVAX was incepted earlier than MVCAX: MCVAX (11 years) vs MVCAX (24 years). MCVAX (1.20) 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 (-4.31) and MVCAX (-4.35) have marching annual gain over last year. MVCAX return over 5 years is better than : 96.65 vs. MCVAX (49.63).
| MCVAX | MVCAX | MCVAX / MVCAX | |
| Total Expense Ratio | 1.20 | 0.99 | 121% |
| Annual Report Gross Expense Ratio | 1.20 | 1.00 | 120% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 1.989 | -1.369 | -145% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 16.8B | 6% |
| Annual Yield % from dividends | 1.08 | 0.90 | 121% |
| Returns for 1 year | -4.31 | -4.35 | 99% |
| Returns for 3 years | -9.64 | 0.31 | -3,141% |
| Returns for 5 years | 49.63 | 96.65 | 51% |
| Returns for 10 years | -1.19 | 56.43 | -2% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DVLU | 28.88 | 0.50 | +1.76% |
| First Trust Dorsey Wright Momt & Val ETF | |||
| PDEC | 37.82 | 0.14 | +0.37% |
| Innovator U.S. Eq Power Buffer ETF - Dec | |||
| IDEV | 69.28 | 0.23 | +0.33% |
| iShares Core MSCI Intl Dev Mkts ETF | |||
| MORT | 10.73 | -0.03 | -0.23% |
| VanEck Mortgage REIT Income ETF | |||
| SPPP | 9.75 | -0.13 | -1.32% |
| Sprott Physical Platinum and Palladium Trust | |||