MVCAX
Price
$27.52
Change
+$0.36 (+1.33%)
Updated
Apr 11 closing price
Net Assets
15.23B
MVEIX
Price
$9.66
Change
+$0.14 (+1.47%)
Updated
Apr 11 closing price
Net Assets
14.51M
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MVCAX vs MVEIX

Header iconMVCAX vs MVEIX Comparison
Open Charts MVCAX vs MVEIXBanner chart's image
MFS Mid Cap Value A
Price$27.52
Change+$0.36 (+1.33%)
VolumeN/A
Net Assets15.23B
Monteagle Select Value I
Price$9.66
Change+$0.14 (+1.47%)
VolumeN/A
Net Assets14.51M
MVCAX vs MVEIX Comparison Chart
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MVCAX vs. MVEIX commentary
Apr 12, 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 Buy and MVEIX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.2B vs. MVEIX (14.5M). MVEIX pays higher dividends than MVCAX: MVEIX (0.96) vs MVCAX (0.90). MVCAX was incepted earlier than MVEIX: MVCAX (24 years) vs MVEIX (27 years). MVEIX (1.47) is less costly to investors than MVCAX (1.00). MVEIX is a more actively managed with annual turnover of: 31.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than MVEIX: MVCAX (1000) vs MVEIX (10000). MVEIX (-12.46) and MVCAX (-12.97) have marching annual gain over last year. MVCAX return over 5 years is better than : 49.10 vs. MVEIX (18.12).
MVCAXMVEIXMVCAX / MVEIX
Total Expense Ratio0.991.4767%
Annual Report Gross Expense Ratio1.001.4768%
Fund Existence24 years27 years-
Gain YTD-11.473-8.681132%
Front Load6%N/A-
Min. Initial Investment10001000010%
Min. Initial Investment IRAN/AN/A-
Net Assets15.2B14.5M104,828%
Annual Yield % from dividends0.900.9694%
Returns for 1 year-12.97-12.46104%
Returns for 3 years-8.09-9.8382%
Returns for 5 years49.1018.12271%
Returns for 10 years39.26-41.69-94%
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