MVCAX
Price
$31.20
Change
+$0.08 (+0.26%)
Updated
Aug 8 closing price
Net Assets
16.87B
TRMIX
Price
$31.53
Change
-$0.05 (-0.16%)
Updated
Aug 8 closing price
Net Assets
14.93B
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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$31.20
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets16.87B
T. Rowe Price Mid-Cap Value I
Price$31.53
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets14.93B
MVCAX vs TRMIX Comparison Chart in %
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MVCAX vs. TRMIX commentary
Aug 11, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. TRMIX (14.9B). TRMIX pays higher dividends than MVCAX: TRMIX (1.41) vs MVCAX (0.86). 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 : -2.66 vs. TRMIX (-5.82). MVCAX return over 5 years is better than : 46.71 vs. TRMIX (22.98).
MVCAXTRMIXMVCAX / TRMIX
Total Expense Ratio0.990.71139%
Annual Report Gross Expense Ratio1.000.71141%
Fund Existence24 years10 years-
Gain YTD1.695-0.974-174%
Front Load6%N/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B14.9B113%
Annual Yield % from dividends0.861.4161%
Returns for 1 year-2.66-5.8246%
Returns for 3 years10.722.53424%
Returns for 5 years46.7122.98203%
Returns for 10 years62.31N/A-
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