MCBVX
Price
$29.40
Change
+$0.11 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
VMVAX
Price
$86.72
Change
+$0.20 (+0.23%)
Updated
Jul 3 closing price
Net Assets
29.95B
Interact to see
Advertisement

MCBVX vs VMVAX

Header iconMCBVX vs VMVAX Comparison
Open Charts MCBVX vs VMVAXBanner chart's image
MFS Mid Cap Value B
Price$29.40
Change+$0.11 (+0.38%)
VolumeN/A
Net Assets17.33B
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
MCBVX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
MCBVX vs. VMVAX commentary
Jul 07, 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 Buy and VMVAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. MCBVX (17.3B). VMVAX pays higher dividends than MCBVX: VMVAX (2.26) 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 : 12.14 vs. MCBVX (-0.24). VMVAX return over 5 years is better than : 77.08 vs. MCBVX (53.99).
MCBVXVMVAXMCBVX / VMVAX
Total Expense Ratio1.740.072,486%
Annual Report Gross Expense Ratio1.750.072,500%
Fund Existence24 years14 years-
Gain YTD2.5463.57371%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B29.9B58%
Annual Yield % from dividends0.002.26-
Returns for 1 year-0.2412.14-2%
Returns for 3 years16.0028.5256%
Returns for 5 years53.9977.0870%
Returns for 10 years52.1488.1159%
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 %
FAI35.440.50
+1.42%
First Trust Exchange-Traded Fund II
SIXA49.030.19
+0.39%
ETC 6 Meridian Mega Cap Equity ETF
PCF6.440.02
+0.31%
High Income Securities Fund
HDG49.69N/A
N/A
ProShares Hedge Replication
FIXD43.77-0.09
-0.21%
First Trust Smith Opportnstc Fxd Inc ETF