MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
SMVFX
Price
$11.34
Change
+$0.06 (+0.53%)
Updated
Jul 3 closing price
Net Assets
1.59B
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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$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
Virtus Ceredex Mid-Cap Value Equity C
Price$11.34
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets1.59B
MVCAX vs SMVFX Comparison Chart in %
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MVCAX vs. SMVFX commentary
Jul 05, 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 Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. SMVFX (1.59B). MVCAX pays higher dividends than SMVFX: MVCAX (0.87) vs SMVFX (0.22). 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). MVCAX annual gain was more profitable for investors over the last year : 1.09 vs. SMVFX (-1.68). MVCAX return over 5 years is better than : 60.39 vs. SMVFX (19.86).
MVCAXSMVFXMVCAX / SMVFX
Total Expense Ratio0.991.7656%
Annual Report Gross Expense Ratio1.002.0050%
Fund Existence24 years24 years-
Gain YTD2.9341.250235%
Front Load6%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B1.59B1,088%
Annual Yield % from dividends0.870.22389%
Returns for 1 year1.09-1.68-65%
Returns for 3 years18.7018.73100%
Returns for 5 years60.3919.86304%
Returns for 10 years64.61-10.90-593%
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