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MVTIX vs VMVAX
MVTIX vs VMVAX Comparison
Open Charts MVTIX vs VMVAX
Transamerica Mid Cap Value Opps I
Price$10.12
Change+$0.17 (+1.71%)
VolumeN/A
Net Assets960.86M
Vanguard Mid-Cap Value Index Admiral
Price$77.68
Change+$1.23 (+1.61%)
VolumeN/A
Net Assets29.86B
MVTIX vs VMVAX Comparison Chart
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MVTIX vs. VMVAX 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 MVTIX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. MVTIX (961M). VMVAX pays higher dividends than MVTIX: VMVAX (2.33) vs MVTIX (1.41). MVTIX was incepted earlier than VMVAX: MVTIX (11 years) vs VMVAX (14 years). MVTIX (0.84) is less costly to investors than VMVAX (0.07). MVTIX is a more actively managed with annual turnover of: 48.00 vs. VMVAX (22.00). VMVAX has a lower initial minimum investment than MVTIX: VMVAX (3000) vs MVTIX (1000000). VMVAX annual gain was more profitable for investors over the last year : -2.12 vs. MVTIX (-9.96). VMVAX return over 5 years is better than : 64.68 vs. MVTIX (15.91).
| MVTIX | VMVAX | MVTIX / VMVAX | |
| Total Expense Ratio | 0.84 | 0.07 | 1,200% |
| Annual Report Gross Expense Ratio | 0.84 | 0.07 | 1,200% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -6.221 | -8.704 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 961M | 29.9B | 3% |
| Annual Yield % from dividends | 1.41 | 2.33 | 61% |
| Returns for 1 year | -9.96 | -2.12 | 470% |
| Returns for 3 years | -15.92 | 0.19 | -8,574% |
| Returns for 5 years | 15.91 | 64.68 | 25% |
| Returns for 10 years | -7.54 | 62.29 | -12% |
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