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MVTIX vs VMVIX
MVTIX vs VMVIX Comparison
Open Charts MVTIX vs VMVIX
Transamerica Mid Cap Value Opps I
Price$11.86
Change-$0.12 (-1.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$65.39
Change-$0.53 (-0.80%)
VolumeN/A
CapitalizationN/A
MVTIX vs VMVIX Comparison Chart
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MVTIX vs. VMVIX commentary
Dec 18, 2024
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 Hold and VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. MVTIX (1.18B). VMVIX pays higher dividends than MVTIX: VMVIX (2.03) vs MVTIX (0.88). MVTIX was incepted earlier than VMVIX: MVTIX (11 years) vs VMVIX (18 years). MVTIX is a more actively managed with annual turnover of: 44.00 vs. VMVIX (22.00). VMVIX has a lower initial minimum investment than MVTIX: VMVIX (3000) vs MVTIX (1000000). VMVIX annual gain was more profitable for investors over the last year : 15.40 vs. MVTIX (7.00). VMVIX return over 5 years is better than : 40.88 vs. MVTIX (2.61).
| MVTIX | VMVIX | MVTIX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 8.807 | 14.787 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 32.8B | 4% |
| Annual Yield % from dividends | 0.88 | 2.03 | 43% |
| Returns for 1 year | 7.00 | 15.40 | 45% |
| Returns for 3 years | -18.86 | 14.45 | -131% |
| Returns for 5 years | 2.61 | 40.88 | 6% |
| Returns for 10 years | 12.53 | 89.09 | 14% |
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