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MVCAX vs TOTRX
MVCAX vs TOTRX Comparison
Open Charts MVCAX vs TOTRX
Transamerica Mid Cap Value Opps R
Price$10.83
Change-$0.28 (-2.52%)
VolumeN/A
Net Assets993.26M
MVCAX vs TOTRX Comparison Chart
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MVCAX vs. TOTRX commentary
May 23, 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 TOTRX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. TOTRX (993M). MVCAX (0.93) and TOTRX (0.90) 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 : -2.61 vs. MVCAX (-7.69). MVCAX return over 5 years is better than : 59.35 vs. TOTRX (23.32).
| 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 | 8 years | - |
| Gain YTD | -2.934 | 3.349 | -88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 993M | 1,712% |
| Annual Yield % from dividends | 0.93 | 0.90 | 103% |
| Returns for 1 year | -7.69 | -2.61 | 295% |
| Returns for 3 years | 7.58 | -3.75 | -202% |
| Returns for 5 years | 59.35 | 23.32 | 255% |
| Returns for 10 years | 51.03 | N/A | - |
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