MCMVX
Price
$21.04
Change
+$0.14 (+0.67%)
Updated
Jul 25 closing price
Net Assets
37.18M
MVCAX
Price
$31.85
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.3B
Interact to see
Advertisement

MCMVX vs MVCAX

Header iconMCMVX vs MVCAX Comparison
Open Charts MCMVX vs MVCAXBanner chart's image
Monongahela All Cap Value
Price$21.04
Change+$0.14 (+0.67%)
VolumeN/A
Net Assets37.18M
MFS Mid Cap Value A
Price$31.85
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.3B
MCMVX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
MCMVX vs. MVCAX commentary
Jul 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 MCMVX is a Buy and MVCAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. MCMVX (37.2M). MCMVX pays higher dividends than MVCAX: MCMVX (1.02) vs MVCAX (0.87). MCMVX was incepted earlier than MVCAX: MCMVX (12 years) vs MVCAX (24 years). MCMVX (1.77) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. MCMVX (23.00). MVCAX has a lower initial minimum investment than MCMVX: MVCAX (1000) vs MCMVX (5000). MCMVX annual gain was more profitable for investors over the last year : 6.74 vs. MVCAX (-1.70). MCMVX return over 5 years is better than : 61.29 vs. MVCAX (54.59).
MCMVXMVCAXMCMVX / MVCAX
Total Expense Ratio0.850.9986%
Annual Report Gross Expense Ratio1.771.00177%
Fund Existence12 years24 years-
Gain YTD5.5173.814145%
Front LoadN/A6%-
Min. Initial Investment50001000500%
Min. Initial Investment IRAN/AN/A-
Net Assets37.2M17.3B0%
Annual Yield % from dividends1.020.87116%
Returns for 1 year6.74-1.70-398%
Returns for 3 years27.6716.54167%
Returns for 5 years61.2954.59112%
Returns for 10 years107.9267.90159%
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 %
ERY21.620.18
+0.84%
Direxion Daily Energy Bear 2X ETF
FLRN30.850.03
+0.10%
SPDR® Blmbg Inv Grd Flt Rt ETF
NAIL62.58N/A
N/A
Direxion Daily Hmbldrs&Supls Bull 3X ETF
SOVF30.18N/A
N/A
Sovereign's Capital Flourish Fund
APOC25.65N/A
N/A
Innovator Eq Dfnd Prt ETF - 6 Mo Apr/Oct