MVCAX
Price
$31.59
Change
+$0.12 (+0.38%)
Updated
Jan 17 closing price
Net Assets
17.56B
WFMIX
Price
$48.75
Change
+$0.18 (+0.37%)
Updated
Jan 17 closing price
Net Assets
13.49B
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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$31.59
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.56B
Allspring Special Mid Cap Value Inst
Price$48.75
Change+$0.18 (+0.37%)
VolumeN/A
Net Assets13.49B
MVCAX vs WFMIX Comparison Chart
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MVCAX vs. WFMIX commentary
Jan 19, 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 Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. WFMIX (13.5B). MVCAX (1.16) and WFMIX (1.12) have matching dividends . MVCAX was incepted earlier than WFMIX: MVCAX (23 years) vs WFMIX (20 years). WFMIX is a more actively managed with annual turnover of: 27.00 vs. MVCAX (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 : 10.17 vs. MVCAX (9.50). MVCAX return over 5 years is better than : 30.79 vs. WFMIX (17.98).
MVCAXWFMIXMVCAX / WFMIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years20 years-
Gain YTD2.9662.137139%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.6B13.5B130%
Annual Yield % from dividends1.161.12103%
Returns for 1 year9.5010.1793%
Returns for 3 years2.65-0.18-1,509%
Returns for 5 years30.7917.98171%
Returns for 10 years74.3464.53115%
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