MCMVX
Price
$20.94
Change
-$0.19 (-0.90%)
Updated
Dec 17 closing price
MVCAX
Price
$31.32
Change
-$0.33 (-1.04%)
Updated
Dec 17 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$20.94
Change-$0.19 (-0.90%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$31.32
Change-$0.33 (-1.04%)
VolumeN/A
CapitalizationN/A
MCMVX vs MVCAX Comparison Chart
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MCMVX vs. MVCAX commentary
Dec 19, 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 StrongBuy and MVCAX is a Hold.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. MCMVX (36M). 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). MCMVX annual gain was more profitable for investors over the last year : 16.63 vs. MVCAX (7.20). MCMVX return over 5 years is better than : 49.19 vs. MVCAX (32.46).
MCMVXMVCAXMCMVX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years23 years-
Gain YTD15.1825.872259%
Front LoadN/AN/A-
Min. Initial Investment50001000500%
Min. Initial Investment IRAN/AN/A-
Net Assets36M17.7B0%
Annual Yield % from dividends1.481.16127%
Returns for 1 year16.637.20231%
Returns for 3 years17.255.74300%
Returns for 5 years49.1932.46152%
Returns for 10 years104.0368.25152%
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