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MVTRX vs VMVIX
MVTRX vs VMVIX Comparison
Open Charts MVTRX vs VMVIX
Transamerica Mid Cap Value Opps R6
Price$11.92
Change-$0.09 (-0.75%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$65.48
Change-$0.28 (-0.43%)
VolumeN/A
CapitalizationN/A
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MVTRX vs VMVIX Comparison Chart
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MVTRX vs. VMVIX commentary
Sep 21, 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 VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.5B vs. MVTRX (1.25B). 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 : 25.28 vs. MVTRX (10.50). VMVIX return over 5 years is better than : 48.72 vs. MVTRX (3.31).
| 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 | 8.167 | 14.901 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 30.5B | 4% |
| Annual Yield % from dividends | 0.95 | 2.03 | 47% |
| Returns for 1 year | 10.50 | 25.28 | 42% |
| Returns for 3 years | -14.97 | 20.66 | -72% |
| Returns for 5 years | 3.31 | 48.72 | 7% |
| Returns for 10 years | N/A | 100.58 | - |
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