MVCAX
Price
$32.23
Change
-$0.18 (-0.56%)
Updated
Oct 7 closing price
Net Assets
17.22B
TRMIX
Price
$33.35
Change
-$0.29 (-0.86%)
Updated
Oct 7 closing price
Net Assets
15.23B
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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$32.23
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets17.22B
T. Rowe Price Mid-Cap Value I
Price$33.35
Change-$0.29 (-0.86%)
VolumeN/A
Net Assets15.23B
MVCAX vs TRMIX Comparison Chart in %
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MVCAX vs. TRMIX commentary
Oct 09, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. TRMIX (15.2B). TRMIX pays higher dividends than MVCAX: TRMIX (1.35) 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). TRMIX (-4.55) and MVCAX (-4.78) have marching annual gain over last year. MVCAX return over 5 years is better than : 47.20 vs. TRMIX (30.77).
MVCAXTRMIXMVCAX / TRMIX
Total Expense Ratio0.990.71139%
Annual Report Gross Expense Ratio1.000.71141%
Fund Existence24 years10 years-
Gain YTD5.6395.653100%
Front Load6%N/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.2B15.2B113%
Annual Yield % from dividends0.841.3562%
Returns for 1 year-4.78-4.55105%
Returns for 3 years24.9919.66127%
Returns for 5 years47.2030.77153%
Returns for 10 years74.8129.82251%
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