MVCAX
Price
$30.02
Change
-$0.07 (-0.23%)
Updated
Jun 5 closing price
Net Assets
16.66B
NAMAX
Price
$13.69
Change
+$0.02 (+0.15%)
Updated
Jun 5 closing price
Net Assets
2.36B
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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$30.02
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets16.66B
Columbia Select Mid Cap Value Instl
Price$13.69
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets2.36B
MVCAX vs NAMAX Comparison Chart
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MVCAX vs. NAMAX commentary
Jun 06, 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 Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. NAMAX (2.36B). NAMAX pays higher dividends than MVCAX: NAMAX (1.02) vs MVCAX (0.89). MVCAX was incepted earlier than NAMAX: MVCAX (24 years) vs NAMAX (24 years). MVCAX (1.00) is less costly to investors than NAMAX (0.90). 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 : -0.77 vs. MVCAX (-5.21). NAMAX return over 5 years is better than : 45.02 vs. MVCAX (40.41).
MVCAXNAMAXMVCAX / NAMAX
Total Expense Ratio0.990.90110%
Annual Report Gross Expense Ratio1.000.90111%
Fund Existence24 years24 years-
Gain YTD-1.923-0.452425%
Front Load6%N/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRAN/AN/A-
Net Assets16.7B2.36B707%
Annual Yield % from dividends0.891.0288%
Returns for 1 year-5.21-0.77674%
Returns for 3 years2.035.5936%
Returns for 5 years40.4145.0290%
Returns for 10 years55.63-15.95-349%
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