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TOTRX vs VMVAX
TOTRX vs VMVAX Comparison
Open Charts TOTRX vs VMVAX
Transamerica Mid Cap Value Opps R
Price$11.00
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets1.1B
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
TOTRX vs VMVAX Comparison Chart
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TOTRX vs. VMVAX commentary
Jan 19, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. TOTRX (1.1B). VMVAX pays higher dividends than TOTRX: VMVAX (2.14) vs TOTRX (0.50). TOTRX was incepted earlier than VMVAX: TOTRX (8 years) vs VMVAX (13 years). TOTRX is a more actively managed with annual turnover of: 44.00 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 : 17.93 vs. TOTRX (2.11). VMVAX return over 5 years is better than : 38.32 vs. TOTRX (-7.39).
| TOTRX | VMVAX | TOTRX / 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 | 2.326 | 2.745 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 30.1B | 4% |
| Annual Yield % from dividends | 0.50 | 2.14 | 24% |
| Returns for 1 year | 2.11 | 17.93 | 12% |
| Returns for 3 years | -7.92 | 11.64 | -68% |
| Returns for 5 years | -7.39 | 38.32 | -19% |
| Returns for 10 years | N/A | 93.65 | - |
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