MCBVX
Price
$28.87
Change
+$0.12 (+0.42%)
Updated
Jul 16 closing price
Net Assets
16.82B
VMVAX
Price
$85.73
Change
+$0.41 (+0.48%)
Updated
Jul 16 closing price
Net Assets
30.57B
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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$28.87
Change+$0.12 (+0.42%)
VolumeN/A
Net Assets16.82B
Vanguard Mid-Cap Value Index Admiral
Price$85.73
Change+$0.41 (+0.48%)
VolumeN/A
Net Assets30.57B
MCBVX vs VMVAX Comparison Chart in %
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MCBVX vs. VMVAX commentary
Jul 17, 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 Buy.

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FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. MCBVX (16.8B). VMVAX pays higher dividends than MCBVX: VMVAX (2.26) 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 : 4.50 vs. MCBVX (-7.44). VMVAX return over 5 years is better than : 66.91 vs. MCBVX (44.78).
MCBVXVMVAXMCBVX / VMVAX
Total Expense Ratio1.740.072,486%
Annual Report Gross Expense Ratio1.750.072,500%
Fund Existence24 years14 years-
Gain YTD0.2791.90115%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets16.8B30.6B55%
Annual Yield % from dividends0.002.26-
Returns for 1 year-7.444.50-165%
Returns for 3 years14.6027.0154%
Returns for 5 years44.7866.9167%
Returns for 10 years48.0384.0657%
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