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MVTRX vs VMVAX
MVTRX vs VMVAX Comparison
Open Charts MVTRX vs VMVAX
Transamerica Mid Cap Value Opps R6
Price$12.01
Change-$0.12 (-0.99%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.05
Change-$0.69 (-0.80%)
VolumeN/A
CapitalizationN/A
MVTRX vs VMVAX Comparison Chart
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MVTRX vs. VMVAX 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 MVTRX is a Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. MVTRX (1.18B). 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 : 15.41 vs. MVTRX (7.10). VMVAX return over 5 years is better than : 40.94 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 | 8.984 | 14.833 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 32.8B | 4% |
| Annual Yield % from dividends | 0.95 | 2.14 | 45% |
| Returns for 1 year | 7.10 | 15.41 | 46% |
| Returns for 3 years | -18.40 | 14.48 | -127% |
| Returns for 5 years | 3.30 | 40.94 | 8% |
| Returns for 10 years | N/A | 89.30 | - |
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