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MCMVX
Price
$21.13
Change
-$0.17 (-0.80%)
Updated
Nov 15 closing price
MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
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MCMVX vs MVCAX

Header iconMCMVX vs MVCAX Comparison
Open Charts MCMVX vs MVCAXBanner chart's image
Monongahela All Cap Value
Price$21.13
Change-$0.17 (-0.80%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
MCMVX vs MVCAX Comparison Chart
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MCMVX 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 MCMVX is a Sell and MVCAX is a Buy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. MCMVX (34.4M). MCMVX pays higher dividends than MVCAX: MCMVX (1.48) vs MVCAX (1.16). MCMVX was incepted earlier than MVCAX: MCMVX (11 years) vs MVCAX (23 years). MCMVX is a more actively managed with annual turnover of: 27.00 vs. MVCAX (19.00). MVCAX has a lower initial minimum investment than MCMVX: MVCAX (1000) vs MCMVX (5000). MVCAX annual gain was more profitable for investors over the last year : 26.84 vs. MCMVX (24.59). MCMVX return over 5 years is better than : 52.04 vs. MVCAX (49.25).
MCMVXMVCAXMCMVX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years23 years-
Gain YTD16.22717.80191%
Front LoadN/AN/A-
Min. Initial Investment50001000500%
Min. Initial Investment IRAN/AN/A-
Net Assets34.4M17.9B0%
Annual Yield % from dividends1.481.16127%
Returns for 1 year24.5926.8492%
Returns for 3 years7.738.5590%
Returns for 5 years52.0449.25106%
Returns for 10 years104.4878.64133%
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