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MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
MVTIX
Price
$11.92
Change
-$0.08 (-0.67%)
Updated
Nov 15 closing price
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MVCAX vs MVTIX

Header iconMVCAX vs MVTIX Comparison
Open Charts MVCAX vs MVTIXBanner chart's image
MFS Mid Cap Value A
Price$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
Transamerica Mid Cap Value Opps I
Price$11.92
Change-$0.08 (-0.67%)
VolumeN/A
CapitalizationN/A
MVCAX vs MVTIX Comparison Chart
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MVCAX vs. MVTIX commentary
Nov 18, 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 MVCAX is a Buy and MVTIX is a Buy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. MVTIX (1.23B). MVCAX pays higher dividends than MVTIX: MVCAX (1.16) vs MVTIX (0.88). MVCAX was incepted earlier than MVTIX: MVCAX (23 years) vs MVTIX (11 years). MVTIX is a more actively managed with annual turnover of: 44.00 vs. MVCAX (19.00). MVCAX has a lower initial minimum investment than MVTIX: MVCAX (1000) vs MVTIX (1000000). MVCAX annual gain was more profitable for investors over the last year : 26.84 vs. MVTIX (13.10). MVCAX return over 5 years is better than : 49.25 vs. MVTIX (2.53).
MVCAXMVTIXMVCAX / MVTIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years11 years-
Gain YTD17.8019.358190%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.9B1.23B1,460%
Annual Yield % from dividends1.160.88132%
Returns for 1 year26.8413.10205%
Returns for 3 years8.55-20.69-41%
Returns for 5 years49.252.531,943%
Returns for 10 years78.6415.40511%
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