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MVCAX vs TRMIX
MVCAX vs TRMIX Comparison
Open Charts MVCAX vs TRMIX
T. Rowe Price Mid-Cap Value I
Price$27.90
Change-$0.30 (-1.06%)
VolumeN/A
Net Assets13.85B
MVCAX vs TRMIX Comparison Chart
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MVCAX vs. TRMIX commentary
Apr 18, 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 TRMIX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.6B vs. TRMIX (13.9B). TRMIX pays higher dividends than MVCAX: TRMIX (1.44) vs MVCAX (0.90). MVCAX was incepted earlier than TRMIX: MVCAX (24 years) vs TRMIX (10 years). MVCAX (1.00) is less costly to investors than TRMIX (0.72). TRMIX is a more actively managed with annual turnover of: 52.90 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than TRMIX: MVCAX (1000) vs TRMIX (500000). MVCAX annual gain was more profitable for investors over the last year : -8.31 vs. TRMIX (-12.33). MVCAX return over 5 years is better than : 55.12 vs. TRMIX (33.23).
| MVCAX | TRMIX | MVCAX / TRMIX | |
| Total Expense Ratio | 0.99 | 0.72 | 138% |
| Annual Report Gross Expense Ratio | 1.00 | 0.72 | 139% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | -9.452 | -11.432 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 13.9B | 112% |
| Annual Yield % from dividends | 0.90 | 1.44 | 62% |
| Returns for 1 year | -8.31 | -12.33 | 67% |
| Returns for 3 years | -6.83 | -17.46 | 39% |
| Returns for 5 years | 55.12 | 33.23 | 166% |
| Returns for 10 years | 43.47 | N/A | - |
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