MVCAX
Price
$30.48
Change
+$0.08 (+0.26%)
Updated
Jun 12 closing price
Net Assets
16.8B
TSMVX
Price
$27.53
Change
-$0.03 (-0.11%)
Updated
Jun 12 closing price
Net Assets
636.2M
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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$30.48
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets16.8B
Transamerica Small/Mid Cap Value I2
Price$27.53
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets636.2M
MVCAX vs TSMVX Comparison Chart
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MVCAX vs. TSMVX commentary
Jun 13, 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: 16.8B vs. TSMVX (636M). TSMVX pays higher dividends than MVCAX: TSMVX (1.14) vs MVCAX (0.89). 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 annual gain was more profitable for investors over the last year : -3.88 vs. TSMVX (-4.69). MVCAX return over 5 years is better than : 53.80 vs. TSMVX (31.82).
MVCAXTSMVXMVCAX / TSMVX
Total Expense Ratio0.990.80124%
Annual Report Gross Expense Ratio1.000.80125%
Fund Existence24 years20 years-
Gain YTD-0.913-0.0731,259%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.8B636M2,642%
Annual Yield % from dividends0.891.1478%
Returns for 1 year-3.88-4.6983%
Returns for 3 years13.85-1.25-1,108%
Returns for 5 years53.8031.82169%
Returns for 10 years56.251.244,531%
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