MVCAX
Price
$28.58
Change
-$1.68 (-5.55%)
Updated
Apr 3 closing price
Net Assets
16.94B
NCAVX
Price
$11.32
Change
-$0.40 (-3.41%)
Updated
Apr 3 closing price
Net Assets
120.37M
Ad is loading...

MVCAX vs NCAVX

Header iconMVCAX vs NCAVX Comparison
Open Charts MVCAX vs NCAVXBanner chart's image
MFS Mid Cap Value A
Price$28.58
Change-$1.68 (-5.55%)
VolumeN/A
Net Assets16.94B
Nuance Concentrated Value Investor
Price$11.32
Change-$0.40 (-3.41%)
VolumeN/A
Net Assets120.37M
MVCAX vs NCAVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
MVCAX vs. NCAVX commentary
Apr 04, 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 StrongBuy and NCAVX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. NCAVX (120M). NCAVX pays higher dividends than MVCAX: NCAVX (1.97) vs MVCAX (0.90). MVCAX was incepted earlier than NCAVX: MVCAX (24 years) vs NCAVX (13 years). NCAVX (1.38) is less costly to investors than MVCAX (1.00). NCAVX is a more actively managed with annual turnover of: 88.00 vs. MVCAX (27.00). MVCAX initial investment is less costly to investors than NCAVX (5%) vs NCAVX (5%). MVCAX has a lower initial minimum investment than NCAVX: MVCAX (1000) vs NCAVX (2500). NCAVX annual gain was more profitable for investors over the last year : -3.05 vs. MVCAX (-4.59). MVCAX return over 5 years is better than : 96.65 vs. NCAVX (11.04).
MVCAXNCAVXMVCAX / NCAVX
Total Expense Ratio0.991.2977%
Annual Report Gross Expense Ratio1.001.3872%
Fund Existence24 years13 years-
Gain YTD-1.369-4.60630%
Front Load6%5%115%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B120M14,083%
Annual Yield % from dividends0.901.9746%
Returns for 1 year-4.59-3.05150%
Returns for 3 years0.73-12.61-6%
Returns for 5 years96.6511.04875%
Returns for 10 years55.23-4.40-1,256%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
QRMI16.43-0.31
-1.85%
Global X NASDAQ 100® Risk Mngd Inc ETF
AVEM59.48-1.23
-2.03%
Avantis Emerging Markets Equity ETF
OUSA51.81-1.37
-2.58%
ALPS O'Shares US Quality Div ETF
GJUN34.43-1.00
-2.81%
FT Vest U.S. Eq Mod Buffr ETF - Jun
XJR35.64-2.62
-6.84%
iShares ESG Select Scrn S&P Small-CapETF