MVCAX
Price
$31.17
Change
-$0.07 (-0.22%)
Updated
Nov 19 closing price
Net Assets
16.44B
TSMVX
Price
$28.55
Change
-$0.11 (-0.38%)
Updated
Nov 19 closing price
Net Assets
612.01M
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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$31.17
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets16.44B
Transamerica Small/Mid Cap Value I2
Price$28.55
Change-$0.11 (-0.38%)
VolumeN/A
Net Assets612.01M
MVCAX vs TSMVX Comparison Chart in %
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MVCAX vs. TSMVX 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 TSMVX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. TSMVX (612M). TSMVX pays higher dividends than MVCAX: TSMVX (1.07) vs MVCAX (0.85). 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 : -9.21 vs. MVCAX (-10.73). MVCAX return over 5 years is better than : 32.26 vs. TSMVX (13.30).
MVCAXTSMVXMVCAX / TSMVX
Total Expense Ratio0.990.80124%
Annual Report Gross Expense Ratio1.000.80125%
Fund Existence24 years20 years-
Gain YTD1.5973.91641%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.4B612M2,680%
Annual Yield % from dividends0.851.0780%
Returns for 1 year-10.73-9.21117%
Returns for 3 years9.47-1.18-800%
Returns for 5 years32.2613.30243%
Returns for 10 years65.959.75676%
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