Ad is loading...
MVCAX
Price
$36.21
Change
+$0.34 (+0.95%)
Updated
Nov 22 closing price
VMFVX
Price
$415.19
Change
+$6.72 (+1.65%)
Updated
Nov 22 closing price
Ad is loading...

MVCAX vs VMFVX

Header iconMVCAX vs VMFVX Comparison
Open Charts MVCAX vs VMFVXBanner chart's image
MFS Mid Cap Value A
Price$36.21
Change+$0.34 (+0.95%)
VolumeN/A
CapitalizationN/A
Vanguard S&P Mid-Cap 400 Value Idx I
Price$415.19
Change+$6.72 (+1.65%)
VolumeN/A
CapitalizationN/A
MVCAX vs VMFVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
MVCAX vs. VMFVX commentary
Nov 23, 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 VMFVX is a Buy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 18.3B vs. VMFVX (1.04B). VMFVX pays higher dividends than MVCAX: VMFVX (1.53) vs MVCAX (1.16). MVCAX was incepted earlier than VMFVX: MVCAX (23 years) vs VMFVX (14 years). VMFVX is a more actively managed with annual turnover of: 43.00 vs. MVCAX (19.00). MVCAX has a lower initial minimum investment than VMFVX: MVCAX (1000) vs VMFVX (5000000). MVCAX (27.92) and VMFVX (27.88) have marching annual gain over last year. VMFVX return over 5 years is better than : 62.40 vs. MVCAX (53.54).
MVCAXVMFVXMVCAX / VMFVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years14 years-
Gain YTD20.24816.826120%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets18.3B1.04B1,755%
Annual Yield % from dividends1.161.5376%
Returns for 1 year27.9227.88100%
Returns for 3 years11.9618.2066%
Returns for 5 years53.5462.4086%
Returns for 10 years79.70117.8168%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SAMT30.220.51
+1.72%
Strategas Macro Thematic Opp ETF
SGDM30.060.39
+1.31%
Sprott Gold Miners ETF
SUPP67.460.84
+1.26%
TCW Transform Supply Chain ETF
JHML72.000.66
+0.93%
JHancock Multifactor Large Cap ETF
FNDX24.640.22
+0.90%
Schwab Fundamental U.S. Large CompanyETF