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MVCAX vs TOTRX
MVCAX vs TOTRX Comparison
Open Charts MVCAX vs TOTRX
Transamerica Mid Cap Value Opps R
Price$11.67
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets984.02M
MVCAX vs TOTRX Comparison Chart in %
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MVCAX vs. TOTRX commentary
Sep 07, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. TOTRX (984M). MVCAX (0.84) and TOTRX (0.82) 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 : -0.04 vs. MVCAX (-2.57). MVCAX return over 5 years is better than : 52.00 vs. TOTRX (14.83).
| 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 | 5.508 | 8.558 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 984M | 1,758% |
| Annual Yield % from dividends | 0.84 | 0.82 | 101% |
| Returns for 1 year | -2.57 | -0.04 | 6,027% |
| Returns for 3 years | 18.36 | 4.96 | 370% |
| Returns for 5 years | 52.00 | 14.83 | 351% |
| Returns for 10 years | 75.57 | N/A | - |
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