MVCAX
Price
$31.19
Change
-$0.04 (-0.13%)
Updated
Aug 6 closing price
Net Assets
16.88B
WFMIX
Price
$48.99
Change
-$0.26 (-0.53%)
Updated
Aug 6 closing price
Net Assets
13.62B
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MVCAX vs WFMIX

Header iconMVCAX vs WFMIX Comparison
Open Charts MVCAX vs WFMIXBanner chart's image
MFS Mid Cap Value A
Price$31.19
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets16.88B
Allspring Special Mid Cap Value Inst
Price$48.99
Change-$0.26 (-0.53%)
VolumeN/A
Net Assets13.62B
MVCAX vs WFMIX Comparison Chart in %
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MVCAX vs. WFMIX commentary
Aug 08, 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 WFMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. WFMIX (13.6B). WFMIX pays higher dividends than MVCAX: WFMIX (1.21) vs MVCAX (0.86). MVCAX was incepted earlier than WFMIX: MVCAX (24 years) vs WFMIX (20 years). MVCAX (1.00) is less costly to investors than WFMIX (0.80). MVCAX is a more actively managed with annual turnover of: 27.00 vs. WFMIX (19.00). MVCAX has a lower initial minimum investment than WFMIX: MVCAX (1000) vs WFMIX (1000000). WFMIX annual gain was more profitable for investors over the last year : -0.42 vs. MVCAX (-1.59). MVCAX return over 5 years is better than : 46.66 vs. WFMIX (37.48).
MVCAXWFMIXMVCAX / WFMIX
Total Expense Ratio0.990.80124%
Annual Report Gross Expense Ratio1.000.80125%
Fund Existence24 years20 years-
Gain YTD1.6623.18552%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B13.6B124%
Annual Yield % from dividends0.861.2172%
Returns for 1 year-1.59-0.42378%
Returns for 3 years10.767.20149%
Returns for 5 years46.6637.48124%
Returns for 10 years63.4558.56108%
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