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MVCAX vs MVTRX
MVCAX vs MVTRX Comparison
Open Charts MVCAX vs MVTRX
Transamerica Mid Cap Value Opps R6
Price$10.85
Change-$0.27 (-2.43%)
VolumeN/A
Net Assets993.26M
MVCAX vs MVTRX Comparison Chart
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MVCAX vs. MVTRX commentary
May 23, 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 MVCAX is a Buy and MVTRX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. MVTRX (993M). MVTRX pays higher dividends than MVCAX: MVTRX (1.54) vs MVCAX (0.93). MVCAX was incepted earlier than MVTRX: MVCAX (24 years) vs MVTRX (9 years). MVCAX (1.00) is less costly to investors than MVTRX (0.74). MVTRX is a more actively managed with annual turnover of: 48.00 vs. MVCAX (27.00). MVTRX has a lower initial minimum investment than MVCAX: MVTRX (0) vs MVCAX (1000). MVTRX annual gain was more profitable for investors over the last year : -2.16 vs. MVCAX (-7.69). MVCAX return over 5 years is better than : 59.35 vs. MVTRX (25.20).
| MVCAX | MVTRX | MVCAX / MVTRX | |
| Total Expense Ratio | 0.99 | 0.74 | 134% |
| Annual Report Gross Expense Ratio | 1.00 | 0.74 | 135% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | -2.934 | 3.442 | -85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 993M | 1,712% |
| Annual Yield % from dividends | 0.93 | 1.54 | 61% |
| Returns for 1 year | -7.69 | -2.16 | 356% |
| Returns for 3 years | 7.58 | -2.91 | -261% |
| Returns for 5 years | 59.35 | 25.20 | 235% |
| Returns for 10 years | 51.03 | N/A | - |
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