MVCAX
Price
$28.58
Change
-$1.68 (-5.55%)
Updated
Apr 3 closing price
Net Assets
16.94B
MVCJX
Price
$28.79
Change
-$1.68 (-5.51%)
Updated
Apr 3 closing price
Net Assets
16.94B
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MVCAX vs MVCJX

Header iconMVCAX vs MVCJX Comparison
Open Charts MVCAX vs MVCJXBanner chart's image
MFS Mid Cap Value A
Price$28.58
Change-$1.68 (-5.55%)
VolumeN/A
Net Assets16.94B
MFS Mid Cap Value R4
Price$28.79
Change-$1.68 (-5.51%)
VolumeN/A
Net Assets16.94B
MVCAX vs MVCJX Comparison Chart
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MVCAX vs. MVCJX commentary
Apr 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 MVCAX is a StrongBuy and MVCJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
MVCAX (16.9B) and MVCJX (16.9B) have equal amount of cash in the bank . MVCJX pays higher dividends than MVCAX: MVCJX (1.14) vs MVCAX (0.90). MVCAX was incepted earlier than MVCJX: MVCAX (24 years) vs MVCJX (20 years). MVCAX (1.00) is less costly to investors than MVCJX (0.75). MVCAX (27.00) and MVCJX (27.00) have comparable annual turnover. MVCJX has a lower initial minimum investment than MVCAX: MVCJX (0) vs MVCAX (1000). MVCJX annual gain was more profitable for investors over the last year : -4.31 vs. MVCAX (-4.59). MVCJX return over 5 years is better than : 101.91 vs. MVCAX (96.65).
MVCAXMVCJXMVCAX / MVCJX
Total Expense Ratio0.990.74134%
Annual Report Gross Expense Ratio1.000.75133%
Fund Existence24 years20 years-
Gain YTD-1.369-1.328103%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B16.9B100%
Annual Yield % from dividends0.901.1479%
Returns for 1 year-4.59-4.31106%
Returns for 3 years0.732.9225%
Returns for 5 years96.65101.9195%
Returns for 10 years55.2362.6288%
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