Ad is loading...
MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
TRMIX
Price
$37.05
Change
-$0.19 (-0.51%)
Updated
Nov 15 closing price
Ad is loading...

MVCAX vs TRMIX

Header iconMVCAX vs TRMIX Comparison
Open Charts MVCAX vs TRMIXBanner 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 I
Price$37.05
Change-$0.19 (-0.51%)
VolumeN/A
CapitalizationN/A
MVCAX vs TRMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
MVCAX vs. TRMIX 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 TRMIX is a Buy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. TRMIX (16.2B). MVCAX (1.16) and TRMIX (1.14) have matching dividends . MVCAX was incepted earlier than TRMIX: MVCAX (23 years) vs TRMIX (9 years). TRMIX is a more actively managed with annual turnover of: 45.30 vs. MVCAX (19.00). MVCAX has a lower initial minimum investment than TRMIX: MVCAX (1000) vs TRMIX (500000). MVCAX (26.84) and TRMIX (25.81) have marching annual gain over last year. MVCAX return over 5 years is better than : 49.25 vs. TRMIX (39.61).
MVCAXTRMIXMVCAX / TRMIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years9 years-
Gain YTD17.80119.05593%
Front LoadN/AN/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.9B16.2B110%
Annual Yield % from dividends1.161.14102%
Returns for 1 year26.8425.81104%
Returns for 3 years8.553.01284%
Returns for 5 years49.2539.61124%
Returns for 10 years78.64N/A-
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 %
SLX68.110.15
+0.22%
VanEck Steel ETF
VGSH58.220.07
+0.12%
Vanguard Short-Term Treasury ETF
IVOV99.62-0.76
-0.76%
Vanguard S&P Mid-Cap 400 Value ETF
NJUL61.49-0.78
-1.26%
Innovator Nasdaq-100 Power Bfr ETF Jul
MMSC21.21-0.44
-2.03%
First Trust Multi-Manager Sm Cp Opps ETF