MVCAX
Price
$30.02
Change
-$0.29 (-0.96%)
Updated
Jun 17 closing price
Net Assets
16.72B
WFMIX
Price
$47.32
Change
-$0.44 (-0.92%)
Updated
Jun 17 closing price
Net Assets
13.04B
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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$30.02
Change-$0.29 (-0.96%)
VolumeN/A
Net Assets16.72B
Allspring Special Mid Cap Value Inst
Price$47.32
Change-$0.44 (-0.92%)
VolumeN/A
Net Assets13.04B
MVCAX vs WFMIX Comparison Chart in %
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MVCAX vs. WFMIX commentary
Jun 18, 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 Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. WFMIX (13B). WFMIX pays higher dividends than MVCAX: WFMIX (1.26) vs MVCAX (0.89). 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 : -0.70 vs. MVCAX (-2.66). MVCAX return over 5 years is better than : 50.13 vs. WFMIX (40.65).
MVCAXWFMIXMVCAX / WFMIX
Total Expense Ratio0.990.80124%
Annual Report Gross Expense Ratio1.000.80125%
Fund Existence24 years20 years-
Gain YTD-1.2060.063-1,919%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets16.7B13B128%
Annual Yield % from dividends0.891.2671%
Returns for 1 year-2.66-0.70381%
Returns for 3 years18.1414.99121%
Returns for 5 years50.1340.65123%
Returns for 10 years53.7948.93110%
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