MVCAX
Price
$31.78
Change
+$0.15 (+0.47%)
Updated
Oct 17 closing price
Net Assets
16.89B
TOTRX
Price
$11.44
Change
+$0.08 (+0.70%)
Updated
Oct 17 closing price
Net Assets
944.33M
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MVCAX vs TOTRX

Header iconMVCAX vs TOTRX Comparison
Open Charts MVCAX vs TOTRXBanner chart's image
MFS Mid Cap Value A
Price$31.78
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets16.89B
Transamerica Mid Cap Value Opps R
Price$11.44
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets944.33M
MVCAX vs TOTRX Comparison Chart in %
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MVCAX vs. TOTRX commentary
Oct 19, 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 Hold and TOTRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. TOTRX (944M). MVCAX (0.84) and TOTRX (0.83) 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 (27.00). TOTRX has a lower initial minimum investment than MVCAX: TOTRX (0) vs MVCAX (1000). TOTRX annual gain was more profitable for investors over the last year : -4.45 vs. MVCAX (-9.14). MVCAX return over 5 years is better than : 44.40 vs. TOTRX (10.32).
MVCAXTOTRXMVCAX / TOTRX
Total Expense Ratio0.991.2380%
Annual Report Gross Expense Ratio1.001.2381%
Fund Existence24 years9 years-
Gain YTD3.5856.41956%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B944M1,790%
Annual Yield % from dividends0.840.83101%
Returns for 1 year-9.14-4.45206%
Returns for 3 years20.078.57234%
Returns for 5 years44.4010.32430%
Returns for 10 years70.98N/A-
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