MVCAX
Price
$30.38
Change
-$0.94 (-3.00%)
Updated
Dec 18 closing price
TRMIX
Price
$31.64
Change
-$1.04 (-3.18%)
Updated
Dec 18 closing price
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MVCAX vs TRMIX

Header iconMVCAX vs TRMIX Comparison
Open Charts MVCAX vs TRMIXBanner chart's image
MFS Mid Cap Value A
Price$30.38
Change-$0.94 (-3.00%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Mid-Cap Value I
Price$31.64
Change-$1.04 (-3.18%)
VolumeN/A
CapitalizationN/A
MVCAX vs TRMIX Comparison Chart
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MVCAX vs. TRMIX commentary
Dec 19, 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 Hold and TRMIX is a Sell.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. TRMIX (16.1B). 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). TRMIX annual gain was more profitable for investors over the last year : 8.24 vs. MVCAX (7.20). MVCAX return over 5 years is better than : 32.46 vs. TRMIX (23.87).
MVCAXTRMIXMVCAX / TRMIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years9 years-
Gain YTD5.8726.43291%
Front LoadN/AN/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.5B16.1B109%
Annual Yield % from dividends1.161.14102%
Returns for 1 year7.208.2487%
Returns for 3 years5.744.50128%
Returns for 5 years32.4623.87136%
Returns for 10 years68.25N/A-
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