DALCX
Price
$27.38
Change
-$0.21 (-0.76%)
Updated
Nov 13 closing price
Net Assets
222.37M
MVCAX
Price
$31.85
Change
-$0.40 (-1.24%)
Updated
Nov 13 closing price
Net Assets
16.78B
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DALCX vs MVCAX

Header iconDALCX vs MVCAX Comparison
Open Charts DALCX vs MVCAXBanner chart's image
Dean Mid Cap Value
Price$27.38
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets222.37M
MFS Mid Cap Value A
Price$31.85
Change-$0.40 (-1.24%)
VolumeN/A
Net Assets16.78B
DALCX vs MVCAX Comparison Chart in %
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DALCX vs. MVCAX commentary
Nov 14, 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 DALCX is a Buy and MVCAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. DALCX (222M). MVCAX pays higher dividends than DALCX: MVCAX (0.85) vs DALCX (0.79). DALCX was incepted earlier than MVCAX: DALCX (28 years) vs MVCAX (24 years). MVCAX (1.00) and DALCX (0.98) have similar cost to investors . DALCX is a more actively managed with annual turnover of: 34.00 vs. MVCAX (27.00). DALCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. DALCX annual gain was more profitable for investors over the last year : -3.67 vs. MVCAX (-9.14). DALCX return over 5 years is better than : 49.53 vs. MVCAX (38.31).
DALCXMVCAXDALCX / MVCAX
Total Expense Ratio0.850.9986%
Annual Report Gross Expense Ratio0.981.0098%
Fund Existence28 years24 years-
Gain YTD7.5635.117148%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets222M16.8B1%
Annual Yield % from dividends0.790.8593%
Returns for 1 year-3.67-9.1440%
Returns for 3 years21.0512.45169%
Returns for 5 years49.5338.31129%
Returns for 10 years96.8876.71126%
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