Ad is loading...
MVCAX vs WFMIX
MVCAX vs WFMIX Comparison
Open Charts MVCAX vs WFMIX
Allspring Special Mid Cap Value Inst
Price$45.45
Change-$1.83 (-3.87%)
VolumeN/A
Net Assets13.08B
MVCAX vs WFMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. WFMIX commentary
Apr 04, 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 StrongBuy and WFMIX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. WFMIX (13.1B). WFMIX pays higher dividends than MVCAX: WFMIX (1.26) vs MVCAX (0.90). 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 : -3.25 vs. MVCAX (-4.59). MVCAX return over 5 years is better than : 96.65 vs. WFMIX (79.78).
| MVCAX | WFMIX | MVCAX / WFMIX | |
| Total Expense Ratio | 0.99 | 0.80 | 124% |
| Annual Report Gross Expense Ratio | 1.00 | 0.80 | 125% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | -1.369 | -0.943 | 145% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 13.1B | 129% |
| Annual Yield % from dividends | 0.90 | 1.26 | 71% |
| Returns for 1 year | -4.59 | -3.25 | 141% |
| Returns for 3 years | 0.73 | -1.91 | -38% |
| Returns for 5 years | 96.65 | 79.78 | 121% |
| Returns for 10 years | 55.23 | 48.92 | 113% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPHD | 50.04 | 0.04 | +0.08% |
| Invesco S&P 500® High Div Low Vol ETF | |||
| MIO | 11.90 | 0.01 | +0.08% |
| Pioneer Municipal High Income Opportunities Fund | |||
| EMCB | 65.36 | -0.05 | -0.07% |
| WisdomTree Emerging Markets Corp Bd ETF | |||
| EMD | 9.86 | -0.01 | -0.10% |
| Western Asset Emerging Markets Debt Fund | |||
| MSOX | 3.77 | -0.09 | -2.33% |
| AdvisorShares MSOS Daily Leveraged ETF | |||