MVCAX
Price
$32.34
Change
-$0.05 (-0.15%)
Updated
Aug 28 closing price
Net Assets
17.32B
SMVZX
Price
$12.95
Change
+$0.04 (+0.31%)
Updated
Aug 28 closing price
Net Assets
1.1B
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MVCAX vs SMVZX

Header iconMVCAX vs SMVZX Comparison
Open Charts MVCAX vs SMVZXBanner chart's image
MFS Mid Cap Value A
Price$32.34
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets17.32B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.95
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets1.1B
MVCAX vs SMVZX Comparison Chart in %
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MVCAX vs. SMVZX commentary
Aug 30, 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 SMVZX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. SMVZX (1.1B). SMVZX pays higher dividends than MVCAX: SMVZX (1.13) vs MVCAX (0.86). MVCAX was incepted earlier than SMVZX: MVCAX (24 years) vs SMVZX (11 years). MVCAX (1.00) is less costly to investors than SMVZX (0.88). SMVZX is a more actively managed with annual turnover of: 141.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than SMVZX: MVCAX (1000) vs SMVZX (2500000). SMVZX annual gain was more profitable for investors over the last year : 1.42 vs. MVCAX (-3.51). MVCAX return over 5 years is better than : 50.80 vs. SMVZX (25.58).
MVCAXSMVZXMVCAX / SMVZX
Total Expense Ratio0.990.79125%
Annual Report Gross Expense Ratio1.000.88114%
Fund Existence24 years11 years-
Gain YTD5.5746.95980%
Front Load6%N/A-
Min. Initial Investment100025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B1.1B1,568%
Annual Yield % from dividends0.861.1376%
Returns for 1 year-3.511.42-248%
Returns for 3 years14.9822.2967%
Returns for 5 years50.8025.58199%
Returns for 10 years75.5013.75549%
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