MVCAX
Price
$30.03
Change
-$0.04 (-0.13%)
Updated
May 30 closing price
Net Assets
16.66B
TRMIX
Price
$30.57
Change
-$0.12 (-0.39%)
Updated
May 30 closing price
Net Assets
14.96B
Interact to see
Advertisement

MVCAX vs TRMIX

Header iconMVCAX vs TRMIX Comparison
Open Charts MVCAX vs TRMIXBanner chart's image
MFS Mid Cap Value A
Price$30.03
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets16.66B
T. Rowe Price Mid-Cap Value I
Price$30.57
Change-$0.12 (-0.39%)
VolumeN/A
Net Assets14.96B
MVCAX vs TRMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
MVCAX vs. TRMIX commentary
Jun 01, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. TRMIX (15B). TRMIX pays higher dividends than MVCAX: TRMIX (1.46) vs MVCAX (0.89). 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 : -4.96 vs. TRMIX (-8.14). MVCAX return over 5 years is better than : 53.35 vs. TRMIX (33.93).
MVCAXTRMIXMVCAX / TRMIX
Total Expense Ratio0.990.71139%
Annual Report Gross Expense Ratio1.000.71141%
Fund Existence24 years10 years-
Gain YTD-2.119-3.98953%
Front Load6%N/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets16.7B15B111%
Annual Yield % from dividends0.891.4661%
Returns for 1 year-4.96-8.1461%
Returns for 3 years2.40-5.68-42%
Returns for 5 years53.3533.93157%
Returns for 10 years53.46N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
KBWP125.471.23
+0.99%
Invesco KBW Property & Casualty Ins ETF
NUAG20.770.04
+0.18%
Nuveen Enhanced Yield US Aggt Bd ETF
FTAG25.76N/A
N/A
First Trust Indxx Global Agriculture ETF
MDYG84.15-0.17
-0.20%
SPDR® S&P 400 Mid Cap Growth ETF
THNQ50.16-0.52
-1.03%
Robo Global® Artificial Intelligence ETF