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MVCAX vs TOTRX
MVCAX vs TOTRX Comparison
Open Charts MVCAX vs TOTRX
Transamerica Mid Cap Value Opps R
Price$11.25
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets906.83M
MVCAX vs TOTRX Comparison Chart in %
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MVCAX vs. TOTRX commentary
Nov 20, 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 Hold and TOTRX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. TOTRX (907M). MVCAX (0.85) and TOTRX (0.85) have matching dividends . MVCAX was incepted earlier than TOTRX: MVCAX (24 years) vs TOTRX (9 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 : -6.29 vs. MVCAX (-10.74). MVCAX return over 5 years is better than : 32.02 vs. TOTRX (-2.13).
| MVCAX | TOTRX | MVCAX / TOTRX | |
| Total Expense Ratio | 0.99 | 1.23 | 80% |
| Annual Report Gross Expense Ratio | 1.00 | 1.23 | 81% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 1.825 | 4.279 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 907M | 1,808% |
| Annual Yield % from dividends | 0.85 | 0.85 | 100% |
| Returns for 1 year | -10.74 | -6.29 | 171% |
| Returns for 3 years | 9.71 | 1.27 | 764% |
| Returns for 5 years | 32.02 | -2.13 | -1,505% |
| Returns for 10 years | 66.32 | N/A | - |
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