MVCAX
Price
$31.67
Change
-$0.30 (-0.94%)
Updated
Sep 25 closing price
Net Assets
17.04B
SVUIX
Price
$40.40
Change
-$0.22 (-0.54%)
Updated
Sep 25 closing price
Net Assets
302.55M
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MVCAX vs SVUIX

Header iconMVCAX vs SVUIX Comparison
Open Charts MVCAX vs SVUIXBanner chart's image
MFS Mid Cap Value A
Price$31.67
Change-$0.30 (-0.94%)
VolumeN/A
Net Assets17.04B
NAA SMid Cap Value Institutional
Price$40.40
Change-$0.22 (-0.54%)
VolumeN/A
Net Assets302.55M
MVCAX vs SVUIX Comparison Chart in %
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MVCAX vs. SVUIX commentary
Sep 26, 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 SVUIX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. SVUIX (303M). SVUIX pays higher dividends than MVCAX: SVUIX (3.81) vs MVCAX (0.84). MVCAX was incepted earlier than SVUIX: MVCAX (24 years) vs SVUIX (17 years). MVCAX (1.00) and SVUIX (0.97) have similar cost to investors . MVCAX is a more actively managed with annual turnover of: 27.00 vs. SVUIX (25.00). MVCAX has a lower initial minimum investment than SVUIX: MVCAX (1000) vs SVUIX (2000000). MVCAX annual gain was more profitable for investors over the last year : -6.10 vs. SVUIX (-43.00). MVCAX return over 5 years is better than : 56.19 vs. SVUIX (-38.71).
MVCAXSVUIXMVCAX / SVUIX
Total Expense Ratio0.990.92108%
Annual Report Gross Expense Ratio1.000.97103%
Fund Existence24 years17 years-
Gain YTD4.2055.34279%
Front Load6%N/A-
Min. Initial Investment100020000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17B303M5,611%
Annual Yield % from dividends0.843.8122%
Returns for 1 year-6.10-43.0014%
Returns for 3 years26.74-42.40-63%
Returns for 5 years56.19-38.71-145%
Returns for 10 years83.74-49.72-168%
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