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EIPDX
Price
$17.96
Change
-$0.09 (-0.50%)
Updated
Nov 15 closing price
MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
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EIPDX vs MVCAX

Header iconEIPDX vs MVCAX Comparison
Open Charts EIPDX vs MVCAXBanner chart's image
Parametric Dividend Income I
Price$17.96
Change-$0.09 (-0.50%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
EIPDX vs MVCAX Comparison Chart
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EIPDX 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 EIPDX is a Buy and MVCAX is a Buy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. EIPDX (23.4M). EIPDX pays higher dividends than MVCAX: EIPDX (3.30) vs MVCAX (1.16). EIPDX was incepted earlier than MVCAX: EIPDX (11 years) vs MVCAX (23 years). EIPDX is a more actively managed with annual turnover of: 38.00 vs. MVCAX (19.00). MVCAX has a lower initial minimum investment than EIPDX: MVCAX (1000) vs EIPDX (1000000). MVCAX annual gain was more profitable for investors over the last year : 26.84 vs. EIPDX (19.15). MVCAX (49.25) and EIPDX (47.57) have equivalent 5 years return.
EIPDXMVCAXEIPDX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years23 years-
Gain YTD12.19817.80169%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets23.4M17.9B0%
Annual Yield % from dividends3.301.16285%
Returns for 1 year19.1526.8471%
Returns for 3 years16.658.55195%
Returns for 5 years47.5749.2597%
Returns for 10 years88.0778.64112%
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