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BVALX
Price
$16.32
Change
-$0.22 (-1.33%)
Updated
Nov 15 closing price
MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
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BVALX vs MVCAX

Header iconBVALX vs MVCAX Comparison
Open Charts BVALX vs MVCAXBanner chart's image
Brown Advisory BeutelGoodmanLg-CpValInst
Price$16.32
Change-$0.22 (-1.33%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
BVALX vs MVCAX Comparison Chart
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BVALX vs. MVCAX commentary
Nov 18, 2024

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 BVALX is a StrongSell and MVCAX is a Buy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. BVALX (2.03B). BVALX pays higher dividends than MVCAX: BVALX (1.61) vs MVCAX (1.16). BVALX was incepted earlier than MVCAX: BVALX (7 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. BVALX (17.00). MVCAX has a lower initial minimum investment than BVALX: MVCAX (1000) vs BVALX (1000000). BVALX (27.39) and MVCAX (26.84) have marching annual gain over last year. BVALX return over 5 years is better than : 54.38 vs. MVCAX (49.25).
BVALXMVCAXBVALX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence7 years23 years-
Gain YTD14.93017.80184%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.03B17.9B11%
Annual Yield % from dividends1.611.16139%
Returns for 1 year27.3926.84102%
Returns for 3 years17.118.55200%
Returns for 5 years54.3849.25110%
Returns for 10 yearsN/A78.64-
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