MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
TOTRX
Price
$11.44
Change
+$0.01 (+0.09%)
Updated
Jul 3 closing price
Net Assets
1.01B
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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$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
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.

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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).
MVCAXTOTRXMVCAX / TOTRX
Total Expense Ratio0.991.2380%
Annual Report Gross Expense Ratio1.001.2381%
Fund Existence24 years8 years-
Gain YTD2.9346.41946%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B1.01B1,715%
Annual Yield % from dividends0.870.86101%
Returns for 1 year1.094.7523%
Returns for 3 years18.703.17591%
Returns for 5 years60.3920.02302%
Returns for 10 years64.61N/A-
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