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FIMVX
Price
$28.33
Change
-$0.17 (-0.60%)
Updated
Nov 15 closing price
MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
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FIMVX vs MVCAX

Header iconFIMVX vs MVCAX Comparison
Open Charts FIMVX vs MVCAXBanner chart's image
Fidelity Mid Cap Value Index
Price$28.33
Change-$0.17 (-0.60%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
FIMVX vs MVCAX Comparison Chart
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FIMVX 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 FIMVX is a StrongBuy and MVCAX is a Buy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. FIMVX (892M). FIMVX pays higher dividends than MVCAX: FIMVX (1.75) vs MVCAX (1.16). FIMVX was incepted earlier than MVCAX: FIMVX (5 years) vs MVCAX (23 years). FIMVX is a more actively managed with annual turnover of: 30.00 vs. MVCAX (19.00). FIMVX has a lower initial minimum investment than MVCAX: FIMVX (0) vs MVCAX (1000). MVCAX (26.84) and FIMVX (25.71) have marching annual gain over last year. MVCAX (49.25) and FIMVX (48.07) have equivalent 5 years return.
FIMVXMVCAXFIMVX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence5 years23 years-
Gain YTD13.68817.80177%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets892M17.9B5%
Annual Yield % from dividends1.751.16150%
Returns for 1 year25.7126.8496%
Returns for 3 years11.768.55138%
Returns for 5 years48.0749.2598%
Returns for 10 yearsN/A78.64-
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