MVCAX
Price
$27.52
Change
+$0.36 (+1.33%)
Updated
Apr 11 closing price
Net Assets
15.23B
TSMVX
Price
$24.95
Change
+$0.36 (+1.46%)
Updated
Apr 11 closing price
Net Assets
578.33M
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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$27.52
Change+$0.36 (+1.33%)
VolumeN/A
Net Assets15.23B
Transamerica Small/Mid Cap Value I2
Price$24.95
Change+$0.36 (+1.46%)
VolumeN/A
Net Assets578.33M
MVCAX vs TSMVX Comparison Chart
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MVCAX vs. TSMVX commentary
Apr 12, 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 TSMVX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.2B vs. TSMVX (578M). TSMVX pays higher dividends than MVCAX: TSMVX (1.14) vs MVCAX (0.90). MVCAX was incepted earlier than TSMVX: MVCAX (24 years) vs TSMVX (19 years). MVCAX (1.00) is less costly to investors than TSMVX (0.80). TSMVX is a more actively managed with annual turnover of: 32.00 vs. MVCAX (27.00). TSMVX has a lower initial minimum investment than MVCAX: TSMVX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -12.97 vs. TSMVX (-15.45). MVCAX return over 5 years is better than : 49.10 vs. TSMVX (28.49).
MVCAXTSMVXMVCAX / TSMVX
Total Expense Ratio0.990.80124%
Annual Report Gross Expense Ratio1.000.80125%
Fund Existence24 years19 years-
Gain YTD-11.473-10.841106%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.2B578M2,630%
Annual Yield % from dividends0.901.1479%
Returns for 1 year-12.97-15.4584%
Returns for 3 years-8.09-18.9843%
Returns for 5 years49.1028.49172%
Returns for 10 years39.26-9.19-427%
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