Interact to see
Advertisement
Advertisement
MVCAX vs TSMVX
MVCAX vs TSMVX Comparison
Open Charts MVCAX vs TSMVX
Transamerica Small/Mid Cap Value I2
Price$26.68
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets638.5M
MVCAX vs TSMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. TSMVX commentary
May 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. TSMVX (639M). TSMVX pays higher dividends than MVCAX: TSMVX (1.18) vs MVCAX (0.93). 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). MVCAX (-7.69) and TSMVX (-8.00) have marching annual gain over last year. MVCAX return over 5 years is better than : 59.35 vs. TSMVX (39.00).
| MVCAX | TSMVX | MVCAX / TSMVX | |
| Total Expense Ratio | 0.99 | 0.80 | 124% |
| Annual Report Gross Expense Ratio | 1.00 | 0.80 | 125% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | -2.934 | -0.508 | 578% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 639M | 2,660% |
| Annual Yield % from dividends | 0.93 | 1.18 | 79% |
| Returns for 1 year | -7.69 | -8.00 | 96% |
| Returns for 3 years | 7.58 | -5.13 | -148% |
| Returns for 5 years | 59.35 | 39.00 | 152% |
| Returns for 10 years | 51.03 | 0.87 | 5,857% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement