MVCAX
Price
$31.17
Change
-$0.07 (-0.22%)
Updated
Nov 19 closing price
Net Assets
16.44B
WFMIX
Price
$48.59
Change
-$0.03 (-0.06%)
Updated
Nov 18 closing price
Net Assets
12.93B
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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$31.17
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets16.44B
Allspring Special Mid Cap Value Inst
Price$48.59
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets12.93B
MVCAX vs WFMIX Comparison Chart in %
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MVCAX vs. WFMIX commentary
Nov 20, 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 Hold and WFMIX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. WFMIX (12.9B). WFMIX pays higher dividends than MVCAX: WFMIX (1.19) vs MVCAX (0.85). MVCAX was incepted earlier than WFMIX: MVCAX (24 years) vs WFMIX (21 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 : -7.55 vs. MVCAX (-10.73). MVCAX return over 5 years is better than : 32.26 vs. WFMIX (22.05).
MVCAXWFMIXMVCAX / WFMIX
Total Expense Ratio0.990.80124%
Annual Report Gross Expense Ratio1.000.80125%
Fund Existence24 years21 years-
Gain YTD1.5971.80289%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets16.4B12.9B127%
Annual Yield % from dividends0.851.1971%
Returns for 1 year-10.73-7.55142%
Returns for 3 years9.473.39279%
Returns for 5 years32.2622.05146%
Returns for 10 years65.9558.65112%
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