ARFFX
Price
$19.12
Change
+$0.04 (+0.21%)
Updated
Sep 8 closing price
Net Assets
75.06M
MVCAX
Price
$32.32
Change
-$0.05 (-0.15%)
Updated
Sep 8 closing price
Net Assets
17.28B
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ARFFX vs MVCAX

Header iconARFFX vs MVCAX Comparison
Open Charts ARFFX vs MVCAXBanner chart's image
Ariel Focus Investor
Price$19.12
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets75.06M
MFS Mid Cap Value A
Price$32.32
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets17.28B
ARFFX vs MVCAX Comparison Chart in %
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ARFFX vs. MVCAX commentary
Sep 09, 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 ARFFX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. ARFFX (75.1M). ARFFX pays higher dividends than MVCAX: ARFFX (0.92) vs MVCAX (0.84). ARFFX was incepted earlier than MVCAX: ARFFX (20 years) vs MVCAX (24 years). ARFFX (1.18) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. ARFFX (19.00). ARFFX (1000) and MVCAX (1000) have matching initial minimum investment requirements. ARFFX annual gain was more profitable for investors over the last year : 18.85 vs. MVCAX (-2.57). ARFFX return over 5 years is better than : 59.66 vs. MVCAX (52.00).
ARFFXMVCAXARFFX / MVCAX
Total Expense Ratio1.000.99101%
Annual Report Gross Expense Ratio1.181.00118%
Fund Existence20 years24 years-
Gain YTD17.6335.508320%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets75.1M17.3B0%
Annual Yield % from dividends0.920.84110%
Returns for 1 year18.85-2.57-735%
Returns for 3 years31.4418.36171%
Returns for 5 years59.6652.00115%
Returns for 10 years67.7975.5790%
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