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MVTRX vs VMVIX
MVTRX vs VMVIX Comparison
Open Charts MVTRX vs VMVIX
Transamerica Mid Cap Value Opps R6
Price$10.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.07B
Vanguard Mid-Cap Value Index Investor
Price$63.28
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets30.85B
MVTRX vs VMVIX Comparison Chart
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MVTRX vs. VMVIX commentary
Apr 03, 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 MVTRX is a Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.8B vs. MVTRX (1.07B). VMVIX pays higher dividends than MVTRX: VMVIX (2.20) vs MVTRX (1.50). MVTRX was incepted earlier than VMVIX: MVTRX (9 years) vs VMVIX (19 years). MVTRX (0.74) is less costly to investors than VMVIX (0.19). MVTRX is a more actively managed with annual turnover of: 48.00 vs. VMVIX (22.00). MVTRX has a lower initial minimum investment than VMVIX: MVTRX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 3.97 vs. MVTRX (-4.55). VMVIX return over 5 years is better than : 109.09 vs. MVTRX (48.81).
| MVTRX | VMVIX | MVTRX / VMVIX | |
| Total Expense Ratio | 0.74 | 0.19 | 389% |
| Annual Report Gross Expense Ratio | 0.74 | 0.19 | 389% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 2.140 | -0.680 | -314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 30.8B | 3% |
| Annual Yield % from dividends | 1.50 | 2.20 | 68% |
| Returns for 1 year | -4.55 | 3.97 | -115% |
| Returns for 3 years | -8.49 | 7.66 | -111% |
| Returns for 5 years | 48.81 | 109.09 | 45% |
| Returns for 10 years | N/A | 77.98 | - |
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