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MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
TRVHX
Price
$19.72
Change
-$0.08 (-0.40%)
Updated
Nov 15 closing price
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MVCAX vs TRVHX

Header iconMVCAX vs TRVHX Comparison
Open Charts MVCAX vs TRVHXBanner chart's image
MFS Mid Cap Value A
Price$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
Nuveen Mid Cap Value I
Price$19.72
Change-$0.08 (-0.40%)
VolumeN/A
CapitalizationN/A
MVCAX vs TRVHX Comparison Chart
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MVCAX vs. TRVHX commentary
Nov 18, 2024

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 TRVHX is a StrongSell.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. TRVHX (1.92B). TRVHX pays higher dividends than MVCAX: TRVHX (1.41) vs MVCAX (1.16). MVCAX was incepted earlier than TRVHX: MVCAX (23 years) vs TRVHX (9 years). TRVHX is a more actively managed with annual turnover of: 78.00 vs. MVCAX (19.00). MVCAX has a lower initial minimum investment than TRVHX: MVCAX (1000) vs TRVHX (100000). TRVHX annual gain was more profitable for investors over the last year : 31.05 vs. MVCAX (26.84). MVCAX return over 5 years is better than : 49.25 vs. TRVHX (0.58).
MVCAXTRVHXMVCAX / TRVHX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years9 years-
Gain YTD17.80119.95189%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets17.9B1.92B931%
Annual Yield % from dividends1.161.4182%
Returns for 1 year26.8431.0586%
Returns for 3 years8.55-7.71-111%
Returns for 5 years49.250.588,545%
Returns for 10 years78.64N/A-
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