Ad is loading...
Ad is loading...
MVTRX vs VMVAX
MVTRX vs VMVAX Comparison
Open Charts MVTRX vs VMVAX
Transamerica Mid Cap Value Opps R6
Price$12.08
Change-$0.07 (-0.58%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
MVTRX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVTRX vs. VMVAX commentary
Nov 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 MVTRX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. MVTRX (1.23B). VMVAX pays higher dividends than MVTRX: VMVAX (2.14) vs MVTRX (0.95). MVTRX was incepted earlier than VMVAX: MVTRX (8 years) vs VMVAX (13 years). MVTRX is a more actively managed with annual turnover of: 44.00 vs. VMVAX (22.00). MVTRX has a lower initial minimum investment than VMVAX: MVTRX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 27.09 vs. MVTRX (13.33). VMVAX return over 5 years is better than : 47.45 vs. MVTRX (3.30).
| MVTRX | VMVAX | MVTRX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 9.619 | 17.355 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 30.9B | 4% |
| Annual Yield % from dividends | 0.95 | 2.14 | 45% |
| Returns for 1 year | 13.33 | 27.09 | 49% |
| Returns for 3 years | -20.17 | 13.54 | -149% |
| Returns for 5 years | 3.30 | 47.45 | 7% |
| Returns for 10 years | N/A | 96.84 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...