MVCAX
Price
$28.18
Change
+$0.29 (+1.04%)
Updated
Apr 23 closing price
Net Assets
15.61B
MVTRX
Price
$10.45
Change
+$0.09 (+0.87%)
Updated
Apr 23 closing price
Net Assets
947.71M
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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$28.18
Change+$0.29 (+1.04%)
VolumeN/A
Net Assets15.61B
Transamerica Mid Cap Value Opps R6
Price$10.45
Change+$0.09 (+0.87%)
VolumeN/A
Net Assets947.71M
MVCAX vs MVTRX Comparison Chart
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MVCAX vs. MVTRX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.6B vs. MVTRX (948M). 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 : -6.74 vs. MVCAX (-9.60). MVCAX return over 5 years is better than : 57.60 vs. MVTRX (23.10).
MVCAXMVTRXMVCAX / MVTRX
Total Expense Ratio0.990.74134%
Annual Report Gross Expense Ratio1.000.74135%
Fund Existence24 years9 years-
Gain YTD-9.094-3.628251%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.6B948M1,646%
Annual Yield % from dividends0.901.5060%
Returns for 1 year-9.60-6.74142%
Returns for 3 years-4.99-12.3141%
Returns for 5 years57.6023.10249%
Returns for 10 years42.94N/A-
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