Ad is loading...
TOTRX vs VMVIX
TOTRX vs VMVIX Comparison
Open Charts TOTRX vs VMVIX
Transamerica Mid Cap Value Opps R
Price$11.94
Change-$0.13 (-1.08%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$65.39
Change-$0.53 (-0.80%)
VolumeN/A
CapitalizationN/A
TOTRX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TOTRX vs. VMVIX 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 VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. TOTRX (1.18B). VMVIX pays higher dividends than TOTRX: VMVIX (2.03) vs TOTRX (0.50). TOTRX was incepted earlier than VMVIX: TOTRX (8 years) vs VMVIX (18 years). TOTRX is a more actively managed with annual turnover of: 44.00 vs. VMVIX (22.00). TOTRX has a lower initial minimum investment than VMVIX: TOTRX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 15.40 vs. TOTRX (6.53). VMVIX return over 5 years is better than : 40.88 vs. TOTRX (1.65).
| TOTRX | VMVIX | TOTRX / 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 | 8.447 | 14.787 | 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 | 2.03 | 25% |
| Returns for 1 year | 6.53 | 15.40 | 42% |
| Returns for 3 years | -19.26 | 14.45 | -133% |
| Returns for 5 years | 1.65 | 40.88 | 4% |
| Returns for 10 years | N/A | 89.09 | - |