MVCAX
Price
$31.27
Change
+$0.14 (+0.45%)
Updated
Jan 14 closing price
Net Assets
17.13B
TOTRX
Price
$10.56
Change
+$0.09 (+0.86%)
Updated
Jan 14 closing price
Net Assets
873M
Interact to see
Advertisement

MVCAX vs TOTRX

Header iconMVCAX vs TOTRX Comparison
Open Charts MVCAX vs TOTRXBanner chart's image
MFS Mid Cap Value A
Price$31.27
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets17.13B
Transamerica Mid Cap Value Opps R
Price$10.56
Change+$0.09 (+0.86%)
VolumeN/A
Net Assets873M
MVCAX vs TOTRX Comparison Chart in %
View a ticker or compare two or three
VS
MVCAX vs. TOTRX commentary
Jan 15, 2026

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 Hold and TOTRX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. TOTRX (873M). MVCAX (1.24) and TOTRX (1.20) have matching dividends . MVCAX was incepted earlier than TOTRX: MVCAX (24 years) vs TOTRX (9 years). TOTRX (1.23) is less costly to investors than MVCAX (1.00). TOTRX is a more actively managed with annual turnover of: 48.00 vs. MVCAX (24.00). TOTRX has a lower initial minimum investment than MVCAX: TOTRX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 3.14 vs. TOTRX (-1.05). MVCAX return over 5 years is better than : 21.31 vs. TOTRX (-14.64).
MVCAXTOTRXMVCAX / TOTRX
Total Expense Ratio0.991.2380%
Annual Report Gross Expense Ratio1.001.2381%
Fund Existence24 years9 years-
Gain YTD3.5254.76274%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.1B873M1,959%
Annual Yield % from dividends1.241.20104%
Returns for 1 year3.14-1.05-298%
Returns for 3 years12.04-2.24-537%
Returns for 5 years21.31-14.64-146%
Returns for 10 years99.13N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
VRIG25.140.01
+0.02%
Invesco Variable Rate Investment Grd ETF
FLGR34.37-0.20
-0.58%
Franklin FTSE Germany ETF
FJP69.80-0.76
-1.07%
First Trust Japan AlphaDEX® ETF
BASG25.90-0.32
-1.21%
Brown Advisory Sustainable Growth ETF
EPEM22.85-1.88
-7.62%
Harbor Emerging Markets Equity ETF