MVCAX
Price
$35.72
Change
-$0.07 (-0.20%)
Updated
Nov 13 closing price
TRVRX
Price
$19.78
Change
+$0.03 (+0.15%)
Updated
Nov 13 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$35.72
Change-$0.07 (-0.20%)
VolumeN/A
CapitalizationN/A
Nuveen Mid Cap Value Retire
Price$19.78
Change+$0.03 (+0.15%)
VolumeN/A
CapitalizationN/A
MVCAX vs TRVRX Comparison Chart
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MVCAX vs. TRVRX commentary
Nov 14, 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 StrongBuy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 18.4B vs. TRVRX (1.94B). 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 : 35.59 vs. MVCAX (33.12). MVCAX return over 5 years is better than : 52.57 vs. TRVRX (1.47).
MVCAXTRVRXMVCAX / TRVRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years22 years-
Gain YTD19.98021.09195%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.4B1.94B947%
Annual Yield % from dividends1.161.2891%
Returns for 1 year33.1235.5993%
Returns for 3 years11.00-6.93-159%
Returns for 5 years52.571.473,580%
Returns for 10 years83.00-15.19-546%
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