MCBVX
Price
$29.86
Change
+$0.34 (+1.15%)
Updated
Oct 20 closing price
Net Assets
16.89B
VMVAX
Price
$89.92
Change
+$0.91 (+1.02%)
Updated
Oct 20 closing price
Net Assets
32.47B
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MCBVX vs VMVAX

Header iconMCBVX vs VMVAX Comparison
Open Charts MCBVX vs VMVAXBanner chart's image
MFS Mid Cap Value B
Price$29.86
Change+$0.34 (+1.15%)
VolumeN/A
Net Assets16.89B
Vanguard Mid-Cap Value Index Admiral
Price$89.92
Change+$0.91 (+1.02%)
VolumeN/A
Net Assets32.47B
MCBVX vs VMVAX Comparison Chart in %
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MCBVX vs. VMVAX commentary
Oct 21, 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 MCBVX is a Hold and VMVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.5B vs. MCBVX (16.9B). VMVAX pays higher dividends than MCBVX: VMVAX (2.17) vs MCBVX (0.00). MCBVX was incepted earlier than VMVAX: MCBVX (24 years) vs VMVAX (14 years). MCBVX (1.75) is less costly to investors than VMVAX (0.07). MCBVX is a more actively managed with annual turnover of: 27.00 vs. VMVAX (19.00). MCBVX has a lower initial minimum investment than VMVAX: MCBVX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 1.93 vs. MCBVX (-9.65). VMVAX return over 5 years is better than : 65.88 vs. MCBVX (41.52).
MCBVXVMVAXMCBVX / VMVAX
Total Expense Ratio1.740.072,486%
Annual Report Gross Expense Ratio1.750.072,500%
Fund Existence24 years14 years-
Gain YTD4.1517.42656%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B32.5B52%
Annual Yield % from dividends0.002.17-
Returns for 1 year-9.651.93-501%
Returns for 3 years19.3637.8951%
Returns for 5 years41.5265.8863%
Returns for 10 years58.7499.6259%
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