MVCAX
Price
$32.23
Change
-$0.18 (-0.56%)
Updated
Oct 7 closing price
Net Assets
17.22B
NAMAX
Price
$14.93
Change
-$0.12 (-0.80%)
Updated
Oct 7 closing price
Net Assets
2.57B
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MVCAX vs NAMAX

Header iconMVCAX vs NAMAX Comparison
Open Charts MVCAX vs NAMAXBanner chart's image
MFS Mid Cap Value A
Price$32.23
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets17.22B
Columbia Select Mid Cap Value Instl
Price$14.93
Change-$0.12 (-0.80%)
VolumeN/A
Net Assets2.57B
MVCAX vs NAMAX Comparison Chart in %
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MVCAX vs. NAMAX commentary
Oct 08, 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 NAMAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. NAMAX (2.57B). MVCAX (0.84) and NAMAX (0.81) have matching dividends . MVCAX was incepted earlier than NAMAX: MVCAX (24 years) vs NAMAX (24 years). MVCAX (1.00) is less costly to investors than NAMAX (0.88). MVCAX is a more actively managed with annual turnover of: 27.00 vs. NAMAX (10.00). MVCAX has a lower initial minimum investment than NAMAX: MVCAX (1000) vs NAMAX (2000). NAMAX annual gain was more profitable for investors over the last year : 3.10 vs. MVCAX (-4.78). NAMAX return over 5 years is better than : 56.34 vs. MVCAX (47.20).
MVCAXNAMAXMVCAX / NAMAX
Total Expense Ratio0.990.88113%
Annual Report Gross Expense Ratio1.000.88114%
Fund Existence24 years24 years-
Gain YTD5.63910.05356%
Front Load6%N/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRAN/AN/A-
Net Assets17.2B2.57B669%
Annual Yield % from dividends0.840.81104%
Returns for 1 year-4.783.10-154%
Returns for 3 years24.9938.0466%
Returns for 5 years47.2056.3484%
Returns for 10 years74.810.848,922%
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