MVCAX
Price
$32.51
Change
+$0.28 (+0.87%)
Updated
Dec 3 closing price
Net Assets
17.01B
MVTRX
Price
$11.75
Change
+$0.10 (+0.86%)
Updated
Dec 3 closing price
Net Assets
929.57M
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MVCAX vs MVTRX

Header iconMVCAX vs MVTRX Comparison
Open Charts MVCAX vs MVTRXBanner chart's image
MFS Mid Cap Value A
Price$32.51
Change+$0.28 (+0.87%)
VolumeN/A
Net Assets17.01B
Transamerica Mid Cap Value Opps R6
Price$11.75
Change+$0.10 (+0.86%)
VolumeN/A
Net Assets929.57M
MVCAX vs MVTRX Comparison Chart in %
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MVCAX vs. MVTRX commentary
Dec 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 MVCAX is a Buy and MVTRX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. MVTRX (930M). MVTRX pays higher dividends than MVCAX: MVTRX (1.41) vs MVCAX (0.83). MVCAX was incepted earlier than MVTRX: MVCAX (24 years) vs MVTRX (9 years). MVCAX (1.00) is less costly to investors than MVTRX (0.74). MVTRX is a more actively managed with annual turnover of: 48.00 vs. MVCAX (27.00). MVTRX has a lower initial minimum investment than MVCAX: MVTRX (0) vs MVCAX (1000). MVTRX annual gain was more profitable for investors over the last year : -4.63 vs. MVCAX (-9.54). MVCAX return over 5 years is better than : 32.80 vs. MVTRX (-1.15).
MVCAXMVTRXMVCAX / MVTRX
Total Expense Ratio0.990.74134%
Annual Report Gross Expense Ratio1.000.74135%
Fund Existence24 years9 years-
Gain YTD5.9659.30264%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets17B930M1,828%
Annual Yield % from dividends0.831.4159%
Returns for 1 year-9.54-4.63206%
Returns for 3 years11.013.30334%
Returns for 5 years32.80-1.15-2,842%
Returns for 10 years73.95N/A-
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