MVCAX
Price
$32.08
Change
+$0.01 (+0.03%)
Updated
Sep 17 closing price
Net Assets
17.15B
TRMIX
Price
$33.04
Change
+$0.01 (+0.03%)
Updated
Sep 17 closing price
Net Assets
15.32B
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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$32.08
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets17.15B
T. Rowe Price Mid-Cap Value I
Price$33.04
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets15.32B
MVCAX vs TRMIX Comparison Chart in %
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MVCAX vs. TRMIX commentary
Sep 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 Hold and TRMIX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. TRMIX (15.3B). TRMIX pays higher dividends than MVCAX: TRMIX (1.36) vs MVCAX (0.84). MVCAX was incepted earlier than TRMIX: MVCAX (24 years) vs TRMIX (10 years). MVCAX (1.00) is less costly to investors than TRMIX (0.71). 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 : -5.36 vs. TRMIX (-6.54). MVCAX return over 5 years is better than : 52.29 vs. TRMIX (30.78).
MVCAXTRMIXMVCAX / TRMIX
Total Expense Ratio0.990.71139%
Annual Report Gross Expense Ratio1.000.71141%
Fund Existence24 years10 years-
Gain YTD4.5633.737122%
Front Load6%N/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.1B15.3B112%
Annual Yield % from dividends0.841.3661%
Returns for 1 year-5.36-6.5482%
Returns for 3 years17.5511.10158%
Returns for 5 years52.2930.78170%
Returns for 10 years75.9630.50249%
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