MVCAX
Price
$28.58
Change
-$1.68 (-5.55%)
Updated
Apr 3 closing price
Net Assets
16.94B
TOTRX
Price
$10.62
Change
-$0.45 (-4.07%)
Updated
Apr 3 closing price
Net Assets
1.08B
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MVCAX vs TOTRX

Header iconMVCAX vs TOTRX Comparison
Open Charts MVCAX vs TOTRXBanner chart's image
MFS Mid Cap Value A
Price$28.58
Change-$1.68 (-5.55%)
VolumeN/A
Net Assets16.94B
Transamerica Mid Cap Value Opps R
Price$10.62
Change-$0.45 (-4.07%)
VolumeN/A
Net Assets1.08B
MVCAX vs TOTRX Comparison Chart
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MVCAX vs. TOTRX commentary
Apr 05, 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 TOTRX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. TOTRX (1.08B). MVCAX (0.90) and TOTRX (0.88) have matching dividends . MVCAX was incepted earlier than TOTRX: MVCAX (24 years) vs TOTRX (8 years). TOTRX (1.23) is less costly to investors than MVCAX (1.00). TOTRX is a more actively managed with annual turnover of: 48.00 vs. MVCAX (27.00). TOTRX has a lower initial minimum investment than MVCAX: TOTRX (0) vs MVCAX (1000). TOTRX annual gain was more profitable for investors over the last year : -3.38 vs. MVCAX (-4.59). MVCAX return over 5 years is better than : 96.65 vs. TOTRX (51.77).
MVCAXTOTRXMVCAX / TOTRX
Total Expense Ratio0.991.2380%
Annual Report Gross Expense Ratio1.001.2381%
Fund Existence24 years8 years-
Gain YTD-1.3692.977-46%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B1.08B1,566%
Annual Yield % from dividends0.900.88102%
Returns for 1 year-4.59-3.38136%
Returns for 3 years0.73-8.40-9%
Returns for 5 years96.6551.77187%
Returns for 10 years55.23N/A-
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