Ad is loading...
TOTRX vs VMVAX
TOTRX vs VMVAX Comparison
Open Charts TOTRX vs VMVAX
Transamerica Mid Cap Value Opps R
Price$10.62
Change-$0.45 (-4.07%)
VolumeN/A
Net Assets1.08B
Vanguard Mid-Cap Value Index Admiral
Price$80.20
Change-$3.75 (-4.47%)
VolumeN/A
Net Assets30.85B
TOTRX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TOTRX vs. VMVAX commentary
Apr 05, 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 TOTRX is a Buy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.8B vs. TOTRX (1.08B). VMVAX pays higher dividends than TOTRX: VMVAX (2.33) vs TOTRX (0.88). TOTRX was incepted earlier than VMVAX: TOTRX (8 years) vs VMVAX (14 years). TOTRX (1.23) is less costly to investors than VMVAX (0.07). TOTRX is a more actively managed with annual turnover of: 48.00 vs. VMVAX (22.00). TOTRX has a lower initial minimum investment than VMVAX: TOTRX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 5.64 vs. TOTRX (-3.38). VMVAX return over 5 years is better than : 116.47 vs. TOTRX (51.77).
| TOTRX | VMVAX | TOTRX / VMVAX | |
| Total Expense Ratio | 1.23 | 0.07 | 1,757% |
| Annual Report Gross Expense Ratio | 1.23 | 0.07 | 1,757% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 2.977 | 0.252 | 1,181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 30.8B | 4% |
| Annual Yield % from dividends | 0.88 | 2.33 | 38% |
| Returns for 1 year | -3.38 | 5.64 | -60% |
| Returns for 3 years | -8.40 | 8.98 | -93% |
| Returns for 5 years | 51.77 | 116.47 | 44% |
| Returns for 10 years | N/A | 78.55 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...