CFSMX
Price
$13.11
Change
-$0.10 (-0.76%)
Updated
Jun 5 closing price
Net Assets
970.05M
MVCAX
Price
$30.02
Change
-$0.07 (-0.23%)
Updated
Jun 5 closing price
Net Assets
16.66B
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CFSMX vs MVCAX

Header iconCFSMX vs MVCAX Comparison
Open Charts CFSMX vs MVCAXBanner chart's image
Clarkston Partners Founders
Price$13.11
Change-$0.10 (-0.76%)
VolumeN/A
Net Assets970.05M
MFS Mid Cap Value A
Price$30.02
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets16.66B
CFSMX vs MVCAX Comparison Chart
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CFSMX vs. MVCAX commentary
Jun 06, 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 CFSMX is a Hold and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. CFSMX (970M). MVCAX pays higher dividends than CFSMX: MVCAX (0.89) vs CFSMX (0.55). CFSMX was incepted earlier than MVCAX: CFSMX (10 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than CFSMX (0.88). MVCAX is a more actively managed with annual turnover of: 27.00 vs. CFSMX (22.00). MVCAX has a lower initial minimum investment than CFSMX: MVCAX (1000) vs CFSMX (100000000). MVCAX annual gain was more profitable for investors over the last year : -5.21 vs. CFSMX (-5.53). MVCAX return over 5 years is better than : 40.41 vs. CFSMX (4.04).
CFSMXMVCAXCFSMX / MVCAX
Total Expense Ratio0.850.9986%
Annual Report Gross Expense Ratio0.881.0088%
Fund Existence10 years24 years-
Gain YTD-9.022-1.923469%
Front LoadN/A6%-
Min. Initial Investment100000000100010,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets970M16.7B6%
Annual Yield % from dividends0.550.8961%
Returns for 1 year-5.53-5.21106%
Returns for 3 years-17.612.03-869%
Returns for 5 years4.0440.4110%
Returns for 10 yearsN/A55.63-
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