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MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
TRMCX
Price
$37.10
Change
-$0.19 (-0.51%)
Updated
Nov 15 closing price
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MVCAX vs TRMCX

Header iconMVCAX vs TRMCX Comparison
Open Charts MVCAX vs TRMCXBanner chart's image
MFS Mid Cap Value A
Price$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Mid-Cap Value
Price$37.10
Change-$0.19 (-0.51%)
VolumeN/A
CapitalizationN/A
MVCAX vs TRMCX Comparison Chart
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MVCAX vs. TRMCX commentary
Nov 18, 2024

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 Buy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. TRMCX (16.2B). MVCAX pays higher dividends than TRMCX: MVCAX (1.16) vs TRMCX (0.97). MVCAX was incepted earlier than TRMCX: MVCAX (23 years) vs TRMCX (28 years). TRMCX is a more actively managed with annual turnover of: 45.30 vs. MVCAX (19.00). MVCAX has a lower initial minimum investment than TRMCX: MVCAX (1000) vs TRMCX (2500). MVCAX (26.84) and TRMCX (25.66) have marching annual gain over last year. MVCAX return over 5 years is better than : 49.25 vs. TRMCX (38.92).
MVCAXTRMCXMVCAX / TRMCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years28 years-
Gain YTD17.80118.91094%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets17.9B16.2B110%
Annual Yield % from dividends1.160.97119%
Returns for 1 year26.8425.66105%
Returns for 3 years8.552.63325%
Returns for 5 years49.2538.92127%
Returns for 10 years78.6421.94358%
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