MVCAX
Price
$30.70
Change
+$0.40 (+1.32%)
Updated
Dec 20 closing price
TRVRX
Price
$17.47
Change
+$0.19 (+1.10%)
Updated
Dec 20 closing price
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MVCAX vs TRVRX

Header iconMVCAX vs TRVRX Comparison
Open Charts MVCAX vs TRVRXBanner chart's image
MFS Mid Cap Value A
Price$30.70
Change+$0.40 (+1.32%)
VolumeN/A
CapitalizationN/A
Nuveen Mid Cap Value Retire
Price$17.47
Change+$0.19 (+1.10%)
VolumeN/A
CapitalizationN/A
MVCAX vs TRVRX Comparison Chart
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MVCAX vs. TRVRX commentary
Dec 24, 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 TRVRX is a Hold.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. TRVRX (1.83B). TRVRX pays higher dividends than MVCAX: TRVRX (1.28) vs MVCAX (1.16). MVCAX was incepted earlier than TRVRX: MVCAX (23 years) vs TRVRX (22 years). TRVRX is a more actively managed with annual turnover of: 78.00 vs. MVCAX (19.00). TRVRX has a lower initial minimum investment than MVCAX: TRVRX (0) vs MVCAX (1000). TRVRX annual gain was more profitable for investors over the last year : 9.41 vs. MVCAX (4.62). MVCAX return over 5 years is better than : 29.00 vs. TRVRX (3.91).
MVCAXTRVRXMVCAX / TRVRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years22 years-
Gain YTD3.7778.53544%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.1B1.83B933%
Annual Yield % from dividends1.161.2891%
Returns for 1 year4.629.4149%
Returns for 3 years3.21-2.61-123%
Returns for 5 years29.003.91741%
Returns for 10 years63.28-21.98-288%
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