MVCAX
Price
$28.45
Change
-$0.15 (-0.52%)
Updated
Apr 25 closing price
Net Assets
15.91B
TOTRX
Price
$10.54
Change
-$0.02 (-0.19%)
Updated
Apr 25 closing price
Net Assets
963.63M
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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$28.45
Change-$0.15 (-0.52%)
VolumeN/A
Net Assets15.91B
Transamerica Mid Cap Value Opps R
Price$10.54
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets963.63M
MVCAX vs TOTRX Comparison Chart
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MVCAX vs. TOTRX commentary
Apr 28, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.9B vs. TOTRX (964M). 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 : -5.22 vs. MVCAX (-7.73). MVCAX return over 5 years is better than : 60.76 vs. TOTRX (23.48).
MVCAXTOTRXMVCAX / TOTRX
Total Expense Ratio0.991.2380%
Annual Report Gross Expense Ratio1.001.2381%
Fund Existence24 years8 years-
Gain YTD-7.269-1.953372%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.9B964M1,649%
Annual Yield % from dividends0.900.88102%
Returns for 1 year-7.73-5.22148%
Returns for 3 years-0.66-9.537%
Returns for 5 years60.7623.48259%
Returns for 10 years46.16N/A-
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