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MCVRX
Price
$34.17
Change
-$0.23 (-0.67%)
Updated
Nov 15 closing price
VMVIX
Price
$66.83
Change
-$0.16 (-0.24%)
Updated
Nov 15 closing price
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MCVRX vs VMVIX

Header iconMCVRX vs VMVIX Comparison
Open Charts MCVRX vs VMVIXBanner chart's image
MFS Mid Cap Value R2
Price$34.17
Change-$0.23 (-0.67%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$66.83
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
MCVRX vs VMVIX Comparison Chart
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MCVRX vs. VMVIX 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 MCVRX is a Buy and VMVIX is a Buy.

FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. MCVRX (17.9B). VMVIX pays higher dividends than MCVRX: VMVIX (2.03) vs MCVRX (0.87). MCVRX was incepted earlier than VMVIX: MCVRX (21 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. MCVRX (19.00). MCVRX has a lower initial minimum investment than VMVIX: MCVRX (0) vs VMVIX (3000). VMVIX (27.06) and MCVRX (26.45) have marching annual gain over last year. MCVRX (48.94) and VMVIX (47.37) have equivalent 5 years return.
MCVRXVMVIXMCVRX / VMVIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence21 years18 years-
Gain YTD17.54417.315101%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.9B30.9B58%
Annual Yield % from dividends0.872.0343%
Returns for 1 year26.4527.0698%
Returns for 3 years8.9113.5266%
Returns for 5 years48.9447.37103%
Returns for 10 years76.5896.6379%
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