MVCAX
Price
$32.35
Change
-$0.04 (-0.12%)
Updated
Oct 24 closing price
Net Assets
17.18B
SAMVX
Price
$12.98
Change
+$0.11 (+0.85%)
Updated
Oct 24 closing price
Net Assets
1.11B
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MVCAX vs SAMVX

Header iconMVCAX vs SAMVX Comparison
Open Charts MVCAX vs SAMVXBanner chart's image
MFS Mid Cap Value A
Price$32.35
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets17.18B
Virtus Ceredex Mid-Cap Value Equity A
Price$12.98
Change+$0.11 (+0.85%)
VolumeN/A
Net Assets1.11B
MVCAX vs SAMVX Comparison Chart in %
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MVCAX vs. SAMVX commentary
Oct 27, 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 SAMVX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. SAMVX (1.11B). MVCAX pays higher dividends than SAMVX: MVCAX (0.84) vs SAMVX (0.69). MVCAX was incepted earlier than SAMVX: MVCAX (24 years) vs SAMVX (22 years). SAMVX (1.29) is less costly to investors than MVCAX (1.00). SAMVX is a more actively managed with annual turnover of: 141.00 vs. MVCAX (27.00). MVCAX (6%) and SAMVX (6%) have equivalent initial investment costs. MVCAX has a lower initial minimum investment than SAMVX: MVCAX (1000) vs SAMVX (2500). SAMVX annual gain was more profitable for investors over the last year : 3.55 vs. MVCAX (-6.61). MVCAX return over 5 years is better than : 45.59 vs. SAMVX (21.70).
MVCAXSAMVXMVCAX / SAMVX
Total Expense Ratio0.991.2977%
Annual Report Gross Expense Ratio1.001.2978%
Fund Existence24 years22 years-
Gain YTD5.44310.94050%
Front Load6%6%105%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets17.2B1.11B1,545%
Annual Yield % from dividends0.840.69121%
Returns for 1 year-6.613.55-186%
Returns for 3 years19.3133.6957%
Returns for 5 years45.5921.70210%
Returns for 10 years75.469.14825%
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