MVCAX
Price
$32.08
Change
+$0.01 (+0.03%)
Updated
Sep 17 closing price
Net Assets
17.15B
NAMAX
Price
$14.75
Change
+$0.01 (+0.07%)
Updated
Sep 17 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$32.08
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets17.15B
Columbia Select Mid Cap Value Instl
Price$14.75
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.57B
MVCAX vs NAMAX Comparison Chart in %
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MVCAX vs. NAMAX commentary
Sep 18, 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 Hold and NAMAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. NAMAX (2.57B). NAMAX (0.87) and MVCAX (0.84) 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 : 1.72 vs. MVCAX (-5.36). NAMAX return over 5 years is better than : 59.14 vs. MVCAX (52.29).
MVCAXNAMAXMVCAX / NAMAX
Total Expense Ratio0.990.88113%
Annual Report Gross Expense Ratio1.000.88114%
Fund Existence24 years24 years-
Gain YTD4.5637.78759%
Front Load6%N/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRAN/AN/A-
Net Assets17.1B2.57B666%
Annual Yield % from dividends0.840.8796%
Returns for 1 year-5.361.72-311%
Returns for 3 years17.5528.0863%
Returns for 5 years52.2959.1488%
Returns for 10 years75.960.6012,567%
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