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TOTRX vs VMVAX
TOTRX vs VMVAX Comparison
Open Charts TOTRX vs VMVAX
Transamerica Mid Cap Value Opps R
Price$11.94
Change-$0.13 (-1.08%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.05
Change-$0.69 (-0.80%)
VolumeN/A
CapitalizationN/A
TOTRX vs VMVAX Comparison Chart
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TOTRX vs. VMVAX commentary
Dec 19, 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 TOTRX is a Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. TOTRX (1.18B). 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 : 15.41 vs. TOTRX (6.53). VMVAX return over 5 years is better than : 40.94 vs. TOTRX (1.65).
| 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 | 8.447 | 14.833 | 57% |
| 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 | 0.50 | 2.14 | 24% |
| Returns for 1 year | 6.53 | 15.41 | 42% |
| Returns for 3 years | -19.26 | 14.48 | -133% |
| Returns for 5 years | 1.65 | 40.94 | 4% |
| Returns for 10 years | N/A | 89.30 | - |