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MCVAX vs VMVAX
MCVAX vs VMVAX Comparison
Open Charts MCVAX vs VMVAX
Transamerica Mid Cap Value Opps A
Price$11.69
Change-$0.09 (-0.76%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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MCVAX vs VMVAX Comparison Chart
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MCVAX vs. VMVAX commentary
Sep 21, 2024
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 VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. MCVAX (1.25B). VMVAX pays higher dividends than MCVAX: VMVAX (2.14) vs MCVAX (0.52). MCVAX was incepted earlier than VMVAX: MCVAX (10 years) vs VMVAX (13 years). MCVAX is a more actively managed with annual turnover of: 44.00 vs. VMVAX (22.00). MCVAX has a lower initial minimum investment than VMVAX: MCVAX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 25.35 vs. MCVAX (9.98). VMVAX return over 5 years is better than : 48.82 vs. MCVAX (1.38).
| MCVAX | VMVAX | MCVAX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 7.742 | 14.946 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 30.5B | 4% |
| Annual Yield % from dividends | 0.52 | 2.14 | 25% |
| Returns for 1 year | 9.98 | 25.35 | 39% |
| Returns for 3 years | -16.20 | 20.71 | -78% |
| Returns for 5 years | 1.38 | 48.82 | 3% |
| Returns for 10 years | 16.22 | 100.88 | 16% |