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MCVAX vs MVCAX
MCVAX vs MVCAX Comparison
Open Charts MCVAX vs MVCAX
Transamerica Mid Cap Value Opps A
Price$10.78
Change-$0.14 (-1.28%)
VolumeN/A
Net Assets969.79M
MCVAX vs MVCAX Comparison Chart
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MCVAX vs. MVCAX commentary
Jun 16, 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 MCVAX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. MCVAX (970M). MCVAX pays higher dividends than MVCAX: MCVAX (1.09) vs MVCAX (0.89). MCVAX was incepted earlier than MVCAX: MCVAX (11 years) vs MVCAX (24 years). MCVAX (1.19) is less costly to investors than MVCAX (1.00). MCVAX is a more actively managed with annual turnover of: 48.00 vs. MVCAX (27.00). MVCAX (6%) and MCVAX (6%) have equivalent initial investment costs. MCVAX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MCVAX annual gain was more profitable for investors over the last year : -0.19 vs. MVCAX (-4.53). MVCAX return over 5 years is better than : 51.98 vs. MCVAX (13.41).
| MCVAX | MVCAX | MCVAX / MVCAX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.19 | 1.00 | 119% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 2.083 | -2.086 | -100% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 970M | 16.6B | 6% |
| Annual Yield % from dividends | 1.09 | 0.89 | 122% |
| Returns for 1 year | -0.19 | -4.53 | 4% |
| Returns for 3 years | -0.26 | 13.00 | -2% |
| Returns for 5 years | 13.41 | 51.98 | 26% |
| Returns for 10 years | -0.93 | 53.51 | -2% |
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