MVCAX
Price
$29.90
Change
+$0.03 (+0.10%)
Updated
Apr 1 closing price
Net Assets
16.77B
MVTRX
Price
$10.98
Change
-$0.00 (-0.00%)
Updated
Apr 1 closing price
Net Assets
1.07B
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MVCAX vs MVTRX

Header iconMVCAX vs MVTRX Comparison
Open Charts MVCAX vs MVTRXBanner chart's image
MFS Mid Cap Value A
Price$29.90
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets16.77B
Transamerica Mid Cap Value Opps R6
Price$10.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.07B
MVCAX vs MVTRX Comparison Chart
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MVCAX vs. MVTRX 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 MVCAX is a StrongBuy and MVTRX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. MVTRX (1.07B). MVTRX pays higher dividends than MVCAX: MVTRX (1.50) vs MVCAX (0.90). 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 : -4.55 vs. MVCAX (-6.48). MVCAX return over 5 years is better than : 90.04 vs. MVTRX (48.81).
MVCAXMVTRXMVCAX / MVTRX
Total Expense Ratio0.990.74134%
Annual Report Gross Expense Ratio1.000.74135%
Fund Existence24 years9 years-
Gain YTD-2.5422.140-119%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.8B1.07B1,567%
Annual Yield % from dividends0.901.5060%
Returns for 1 year-6.48-4.55143%
Returns for 3 years-0.89-8.4910%
Returns for 5 years90.0448.81184%
Returns for 10 years54.57N/A-
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