ARFFX
Price
$15.28
Change
-$0.01 (-0.07%)
Updated
May 22 closing price
Net Assets
60.7M
MVCAX
Price
$29.71
Change
-$0.07 (-0.24%)
Updated
May 22 closing price
Net Assets
17B
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ARFFX vs MVCAX

Header iconARFFX vs MVCAX Comparison
Open Charts ARFFX vs MVCAXBanner chart's image
Ariel Focus Investor
Price$15.28
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets60.7M
MFS Mid Cap Value A
Price$29.71
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets17B
ARFFX vs MVCAX Comparison Chart
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ARFFX vs. MVCAX commentary
May 23, 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 ARFFX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. ARFFX (60.7M). ARFFX pays higher dividends than MVCAX: ARFFX (1.17) vs MVCAX (0.93). ARFFX was incepted earlier than MVCAX: ARFFX (20 years) vs MVCAX (24 years). ARFFX (1.18) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. ARFFX (19.00). ARFFX (1000) and MVCAX (1000) have matching initial minimum investment requirements. ARFFX annual gain was more profitable for investors over the last year : -0.27 vs. MVCAX (-7.69). MVCAX return over 5 years is better than : 59.35 vs. ARFFX (50.34).
ARFFXMVCAXARFFX / MVCAX
Total Expense Ratio1.000.99101%
Annual Report Gross Expense Ratio1.181.00118%
Fund Existence20 years24 years-
Gain YTD-5.734-2.934195%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets60.7M17B0%
Annual Yield % from dividends1.170.93126%
Returns for 1 year-0.27-7.693%
Returns for 3 years-4.037.58-53%
Returns for 5 years50.3459.3585%
Returns for 10 years18.2951.0336%
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