CFSMX
Price
$13.72
Change
+$0.13 (+0.96%)
Updated
Jul 25 closing price
Net Assets
962.31M
MVCAX
Price
$31.85
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.21B
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CFSMX vs MVCAX

Header iconCFSMX vs MVCAX Comparison
Open Charts CFSMX vs MVCAXBanner chart's image
Clarkston Partners Founders
Price$13.72
Change+$0.13 (+0.96%)
VolumeN/A
Net Assets962.31M
MFS Mid Cap Value A
Price$31.85
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.21B
CFSMX vs MVCAX Comparison Chart in %
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CFSMX vs. MVCAX commentary
Jul 26, 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 Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. CFSMX (962M). MVCAX pays higher dividends than CFSMX: MVCAX (0.87) 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 : -1.70 vs. CFSMX (-1.90). MVCAX return over 5 years is better than : 54.59 vs. CFSMX (12.65).
CFSMXMVCAXCFSMX / MVCAX
Total Expense Ratio0.850.9986%
Annual Report Gross Expense Ratio0.881.0088%
Fund Existence10 years24 years-
Gain YTD-6.4053.814-168%
Front LoadN/A6%-
Min. Initial Investment100000000100010,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets962M17.2B6%
Annual Yield % from dividends0.550.8763%
Returns for 1 year-1.90-1.70112%
Returns for 3 years-13.8216.54-84%
Returns for 5 years12.6554.5923%
Returns for 10 yearsN/A67.90-
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