MVCAX
Price
$27.16
Change
-$1.05 (-3.72%)
Updated
Apr 10 closing price
Net Assets
15.83B
TRMCX
Price
$27.66
Change
-$1.21 (-4.19%)
Updated
Apr 10 closing price
Net Assets
14.16B
Ad is loading...

MVCAX vs TRMCX

Header iconMVCAX vs TRMCX Comparison
Open Charts MVCAX vs TRMCXBanner chart's image
MFS Mid Cap Value A
Price$27.16
Change-$1.05 (-3.72%)
VolumeN/A
Net Assets15.83B
T. Rowe Price Mid-Cap Value
Price$27.66
Change-$1.21 (-4.19%)
VolumeN/A
Net Assets14.16B
MVCAX vs TRMCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
MVCAX vs. TRMCX commentary
Apr 12, 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 TRMCX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.8B vs. TRMCX (14.2B). TRMCX pays higher dividends than MVCAX: TRMCX (1.31) vs MVCAX (0.90). MVCAX was incepted earlier than TRMCX: MVCAX (24 years) vs TRMCX (29 years). MVCAX (1.00) is less costly to investors than TRMCX (0.85). TRMCX is a more actively managed with annual turnover of: 52.90 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than TRMCX: MVCAX (1000) vs TRMCX (2500). MVCAX annual gain was more profitable for investors over the last year : -9.81 vs. TRMCX (-13.64). MVCAX return over 5 years is better than : 54.86 vs. TRMCX (35.10).
MVCAXTRMCXMVCAX / TRMCX
Total Expense Ratio0.990.85116%
Annual Report Gross Expense Ratio1.000.85118%
Fund Existence24 years29 years-
Gain YTD-8.051-9.55584%
Front Load6%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets15.8B14.2B111%
Annual Yield % from dividends0.901.3169%
Returns for 1 year-9.81-13.6472%
Returns for 3 years-4.69-14.9731%
Returns for 5 years54.8635.10156%
Returns for 10 years44.714.421,011%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SPMV44.130.67
+1.54%
Invesco S&P 500 Minimum Variance ETF
FIIG20.36-0.18
-0.88%
First Trust Intermediate DurInvGrdCrpETF
FPFD20.82-0.21
-1.00%
Fidelity Preferred Securities & Inc ETF
XMAR35.47-0.63
-1.76%
FT Vest U.S. Eq Enh & ModBufETF-Mar
FLJP27.54-0.91
-3.20%
Franklin FTSE Japan ETF