MVCAX
Price
$32.37
Change
-$0.00 (-0.00%)
Updated
Sep 5 closing price
Net Assets
17.32B
SMVFX
Price
$11.82
Change
-$0.04 (-0.34%)
Updated
Sep 5 closing price
Net Assets
1.1B
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MVCAX vs SMVFX

Header iconMVCAX vs SMVFX Comparison
Open Charts MVCAX vs SMVFXBanner chart's image
MFS Mid Cap Value A
Price$32.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets17.32B
Virtus Ceredex Mid-Cap Value Equity C
Price$11.82
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets1.1B
MVCAX vs SMVFX Comparison Chart in %
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MVCAX vs. SMVFX commentary
Sep 07, 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 SMVFX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. SMVFX (1.1B). MVCAX pays higher dividends than SMVFX: MVCAX (0.84) vs SMVFX (0.21). MVCAX was incepted earlier than SMVFX: MVCAX (24 years) vs SMVFX (24 years). SMVFX (2.00) is less costly to investors than MVCAX (1.00). SMVFX is a more actively managed with annual turnover of: 141.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than SMVFX: MVCAX (1000) vs SMVFX (2500). SMVFX annual gain was more profitable for investors over the last year : 0.82 vs. MVCAX (-2.57). MVCAX return over 5 years is better than : 52.00 vs. SMVFX (17.33).
MVCAXSMVFXMVCAX / SMVFX
Total Expense Ratio0.991.7656%
Annual Report Gross Expense Ratio1.002.0050%
Fund Existence24 years24 years-
Gain YTD5.5085.536100%
Front Load6%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B1.1B1,567%
Annual Yield % from dividends0.840.21396%
Returns for 1 year-2.570.82-312%
Returns for 3 years18.3620.4990%
Returns for 5 years52.0017.33300%
Returns for 10 years75.57-0.17-43,236%
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