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MVCAX vs TOTRX
MVCAX vs TOTRX Comparison
Open Charts MVCAX vs TOTRX
Transamerica Mid Cap Value Opps R
Price$11.44
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.01B
MVCAX vs TOTRX Comparison Chart in %
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MVCAX vs. TOTRX commentary
Jul 07, 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 TOTRX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. TOTRX (1.01B). MVCAX (0.87) and TOTRX (0.86) have matching dividends . MVCAX was incepted earlier than TOTRX: MVCAX (24 years) vs TOTRX (8 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 : 4.75 vs. MVCAX (1.09). MVCAX return over 5 years is better than : 60.39 vs. TOTRX (20.02).
| MVCAX | TOTRX | MVCAX / TOTRX | |
| Total Expense Ratio | 0.99 | 1.23 | 80% |
| Annual Report Gross Expense Ratio | 1.00 | 1.23 | 81% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 2.934 | 6.419 | 46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 1.01B | 1,715% |
| Annual Yield % from dividends | 0.87 | 0.86 | 101% |
| Returns for 1 year | 1.09 | 4.75 | 23% |
| Returns for 3 years | 18.70 | 3.17 | 591% |
| Returns for 5 years | 60.39 | 20.02 | 302% |
| Returns for 10 years | 64.61 | N/A | - |
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