MVCAX
Price
$32.37
Change
-$0.00 (-0.00%)
Updated
Sep 5 closing price
Net Assets
17.32B
SMVTX
Price
$12.80
Change
+$0.10 (+0.79%)
Updated
Sep 4 closing price
Net Assets
1.1B
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MVCAX vs SMVTX

Header iconMVCAX vs SMVTX Comparison
Open Charts MVCAX vs SMVTXBanner 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 I
Price$12.80
Change+$0.10 (+0.79%)
VolumeN/A
Net Assets1.1B
MVCAX vs SMVTX Comparison Chart in %
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MVCAX vs. SMVTX commentary
Sep 06, 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 SMVTX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. SMVTX (1.1B). SMVTX pays higher dividends than MVCAX: SMVTX (0.89) vs MVCAX (0.84). MVCAX was incepted earlier than SMVTX: MVCAX (24 years) vs SMVTX (24 years). SMVTX (1.01) and MVCAX (1.00) have similar cost to investors . SMVTX is a more actively managed with annual turnover of: 141.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than SMVTX: MVCAX (1000) vs SMVTX (100000). SMVTX annual gain was more profitable for investors over the last year : 2.56 vs. MVCAX (-2.57). MVCAX return over 5 years is better than : 52.00 vs. SMVTX (24.79).
MVCAXSMVTXMVCAX / SMVTX
Total Expense Ratio0.991.0198%
Annual Report Gross Expense Ratio1.001.0199%
Fund Existence24 years24 years-
Gain YTD5.5086.66783%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B1.1B1,567%
Annual Yield % from dividends0.840.8993%
Returns for 1 year-2.572.56-100%
Returns for 3 years18.3624.4075%
Returns for 5 years52.0024.79210%
Returns for 10 years75.5711.79641%
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