BVALX
Price
$14.74
Change
-$0.13 (-0.87%)
Updated
Feb 21 closing price
Net Assets
1.92B
MVCAX
Price
$30.80
Change
-$0.45 (-1.44%)
Updated
Feb 21 closing price
Net Assets
17.42B
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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$14.74
Change-$0.13 (-0.87%)
VolumeN/A
Net Assets1.92B
MFS Mid Cap Value A
Price$30.80
Change-$0.45 (-1.44%)
VolumeN/A
Net Assets17.42B
BVALX vs MVCAX Comparison Chart
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BVALX vs. MVCAX commentary
Feb 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 BVALX is a Hold and MVCAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. BVALX (1.92B). BVALX pays higher dividends than MVCAX: BVALX (1.61) vs MVCAX (1.16). BVALX was incepted earlier than MVCAX: BVALX (7 years) vs MVCAX (24 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 annual gain was more profitable for investors over the last year : 1.88 vs. MVCAX (1.20). BVALX return over 5 years is better than : 36.91 vs. MVCAX (28.23).
BVALXMVCAXBVALX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence7 years24 years-
Gain YTD0.4770.391122%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.92B17.4B11%
Annual Yield % from dividends1.611.16139%
Returns for 1 year1.881.20157%
Returns for 3 years16.463.99413%
Returns for 5 years36.9128.23131%
Returns for 10 yearsN/A60.23-
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