MVCAX
Price
$29.66
Change
-$0.05 (-0.17%)
Updated
May 23 closing price
Net Assets
16.56B
MVEIX
Price
$10.39
Change
-$0.11 (-1.05%)
Updated
May 23 closing price
Net Assets
16.01M
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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$29.66
Change-$0.05 (-0.17%)
VolumeN/A
Net Assets16.56B
Monteagle Select Value I
Price$10.39
Change-$0.11 (-1.05%)
VolumeN/A
Net Assets16.01M
MVCAX vs MVEIX Comparison Chart
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MVCAX vs. MVEIX commentary
May 24, 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: 16.6B vs. MVEIX (16M). MVEIX pays higher dividends than MVCAX: MVEIX (0.99) vs MVCAX (0.93). 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 annual gain was more profitable for investors over the last year : -5.49 vs. MVCAX (-6.39). MVCAX return over 5 years is better than : 58.71 vs. MVEIX (23.56).
MVCAXMVEIXMVCAX / MVEIX
Total Expense Ratio0.991.4767%
Annual Report Gross Expense Ratio1.001.4768%
Fund Existence24 years27 years-
Gain YTD-3.325-0.336990%
Front Load6%N/A-
Min. Initial Investment10001000010%
Min. Initial Investment IRAN/AN/A-
Net Assets16.6B16M103,750%
Annual Yield % from dividends0.930.9994%
Returns for 1 year-6.39-5.49116%
Returns for 3 years6.175.79107%
Returns for 5 years58.7123.56249%
Returns for 10 years52.08-35.96-145%
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