MVCAX
Price
$31.78
Change
+$0.15 (+0.47%)
Updated
Oct 17 closing price
Net Assets
16.82B
TSMVX
Price
$29.10
Change
+$0.16 (+0.55%)
Updated
Oct 17 closing price
Net Assets
624.99M
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MVCAX vs TSMVX

Header iconMVCAX vs TSMVX Comparison
Open Charts MVCAX vs TSMVXBanner chart's image
MFS Mid Cap Value A
Price$31.78
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets16.82B
Transamerica Small/Mid Cap Value I2
Price$29.10
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets624.99M
MVCAX vs TSMVX Comparison Chart in %
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MVCAX vs. TSMVX commentary
Oct 18, 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 TSMVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. TSMVX (625M). TSMVX pays higher dividends than MVCAX: TSMVX (1.05) vs MVCAX (0.84). MVCAX was incepted earlier than TSMVX: MVCAX (24 years) vs TSMVX (20 years). MVCAX (1.00) is less costly to investors than TSMVX (0.80). TSMVX is a more actively managed with annual turnover of: 46.00 vs. MVCAX (27.00). TSMVX has a lower initial minimum investment than MVCAX: TSMVX (0) vs MVCAX (1000). TSMVX annual gain was more profitable for investors over the last year : -8.43 vs. MVCAX (-9.57). MVCAX return over 5 years is better than : 43.72 vs. TSMVX (26.09).
MVCAXTSMVXMVCAX / TSMVX
Total Expense Ratio0.990.80124%
Annual Report Gross Expense Ratio1.000.80125%
Fund Existence24 years20 years-
Gain YTD3.0964.93163%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.8B625M2,688%
Annual Yield % from dividends0.841.0580%
Returns for 1 year-9.57-8.43113%
Returns for 3 years19.516.00325%
Returns for 5 years43.7226.09168%
Returns for 10 years70.1712.89545%
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