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MVTRX vs VMVIX
MVTRX vs VMVIX Comparison
Open Charts MVTRX vs VMVIX
Transamerica Mid Cap Value Opps R6
Price$12.01
Change-$0.12 (-0.99%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$65.39
Change-$0.53 (-0.80%)
VolumeN/A
CapitalizationN/A
MVTRX vs VMVIX Comparison Chart
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MVTRX 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 MVTRX is a Hold and VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. MVTRX (1.18B). VMVIX pays higher dividends than MVTRX: VMVIX (2.03) vs MVTRX (0.95). MVTRX was incepted earlier than VMVIX: MVTRX (8 years) vs VMVIX (18 years). MVTRX is a more actively managed with annual turnover of: 44.00 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 : 15.40 vs. MVTRX (7.10). VMVIX return over 5 years is better than : 40.88 vs. MVTRX (3.30).
| MVTRX | VMVIX | MVTRX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 8.984 | 14.787 | 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 | 2.03 | 47% |
| Returns for 1 year | 7.10 | 15.40 | 46% |
| Returns for 3 years | -18.40 | 14.45 | -127% |
| Returns for 5 years | 3.30 | 40.88 | 8% |
| Returns for 10 years | N/A | 89.09 | - |
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