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MVCAX vs MVTRX
MVCAX vs MVTRX Comparison
Open Charts MVCAX vs MVTRX
Transamerica Mid Cap Value Opps R6
Price$11.70
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets984.02M
MVCAX vs MVTRX Comparison Chart in %
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MVCAX vs. MVTRX commentary
Sep 07, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. MVTRX (984M). MVTRX pays higher dividends than MVCAX: MVTRX (1.40) vs MVCAX (0.84). 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 : 0.42 vs. MVCAX (-2.57). MVCAX return over 5 years is better than : 52.00 vs. MVTRX (16.59).
| 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 | 5.508 | 8.837 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 984M | 1,758% |
| Annual Yield % from dividends | 0.84 | 1.40 | 60% |
| Returns for 1 year | -2.57 | 0.42 | -610% |
| Returns for 3 years | 18.36 | 5.94 | 309% |
| Returns for 5 years | 52.00 | 16.59 | 313% |
| Returns for 10 years | 75.57 | N/A | - |
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