CFSMX
Price
$12.96
Change
+$0.05 (+0.39%)
Updated
Dec 26 closing price
Net Assets
776.2M
MVCAX
Price
$30.48
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
16.83B
Interact to see
Advertisement

CFSMX vs MVCAX

Header iconCFSMX vs MVCAX Comparison
Open Charts CFSMX vs MVCAXBanner chart's image
Clarkston Partners Founders
Price$12.96
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets776.2M
MFS Mid Cap Value A
Price$30.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets16.83B
CFSMX vs MVCAX Comparison Chart in %
View a ticker or compare two or three
VS
CFSMX vs. MVCAX commentary
Dec 27, 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 CFSMX is a Hold and MVCAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. CFSMX (776M). MVCAX pays higher dividends than CFSMX: MVCAX (0.83) vs CFSMX (0.54). CFSMX was incepted earlier than MVCAX: CFSMX (10 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than CFSMX (0.88). MVCAX is a more actively managed with annual turnover of: 24.00 vs. CFSMX (22.00). MVCAX has a lower initial minimum investment than CFSMX: MVCAX (1000) vs CFSMX (100000000). MVCAX annual gain was more profitable for investors over the last year : -1.74 vs. CFSMX (-11.51). MVCAX return over 5 years is better than : 23.93 vs. CFSMX (-10.89).
CFSMXMVCAXCFSMX / MVCAX
Total Expense Ratio0.850.9986%
Annual Report Gross Expense Ratio0.881.0088%
Fund Existence10 years24 years-
Gain YTD-11.088-0.6521,701%
Front LoadN/A6%-
Min. Initial Investment100000000100010,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets776M16.8B5%
Annual Yield % from dividends0.540.8365%
Returns for 1 year-11.51-1.74661%
Returns for 3 years-4.4913.98-32%
Returns for 5 years-10.8923.93-45%
Returns for 10 years34.7272.8648%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
VALQ67.010.03
+0.05%
American Century® U.S. Quality Value ETF
GEOA33.24-0.03
-0.10%
WisdomTree GeoAlpha Opportunities Fund
PWB129.53-0.30
-0.23%
Invesco Large Cap Growth ETF
RSF14.40-0.04
-0.28%
RiverNorth Capital and Income Fund
QDVO29.54-0.11
-0.37%
Amplify CWP Growth & Income ETF