MCBVX
Price
$29.80
Change
-$0.07 (-0.23%)
Updated
Sep 3 closing price
Net Assets
17.36B
VMVAX
Price
$88.76
Change
-$0.19 (-0.21%)
Updated
Sep 3 closing price
Net Assets
31.04B
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MCBVX vs VMVAX

Header iconMCBVX vs VMVAX Comparison
Open Charts MCBVX vs VMVAXBanner chart's image
MFS Mid Cap Value B
Price$29.80
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets17.36B
Vanguard Mid-Cap Value Index Admiral
Price$88.76
Change-$0.19 (-0.21%)
VolumeN/A
Net Assets31.04B
MCBVX vs VMVAX Comparison Chart in %
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MCBVX vs. VMVAX commentary
Sep 04, 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 MCBVX is a Buy and VMVAX is a Hold.

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FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. MCBVX (17.4B). VMVAX pays higher dividends than MCBVX: VMVAX (2.15) vs MCBVX (0.00). MCBVX was incepted earlier than VMVAX: MCBVX (24 years) vs VMVAX (14 years). MCBVX (1.75) is less costly to investors than VMVAX (0.07). MCBVX is a more actively managed with annual turnover of: 27.00 vs. VMVAX (19.00). MCBVX has a lower initial minimum investment than VMVAX: MCBVX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 5.64 vs. MCBVX (-5.35). VMVAX return over 5 years is better than : 66.69 vs. MCBVX (44.84).
MCBVXVMVAXMCBVX / VMVAX
Total Expense Ratio1.740.072,486%
Annual Report Gross Expense Ratio1.750.072,500%
Fund Existence24 years14 years-
Gain YTD4.1866.23767%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets17.4B31B56%
Annual Yield % from dividends0.002.15-
Returns for 1 year-5.355.64-95%
Returns for 3 years14.2228.0451%
Returns for 5 years44.8466.6967%
Returns for 10 years64.85105.5461%
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