MCMVX
Price
$20.84
Change
+$0.05 (+0.24%)
Updated
Jul 3 closing price
Net Assets
36.87M
MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
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MCMVX vs MVCAX

Header iconMCMVX vs MVCAX Comparison
Open Charts MCMVX vs MVCAXBanner chart's image
Monongahela All Cap Value
Price$20.84
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets36.87M
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
MCMVX vs MVCAX Comparison Chart in %
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MCMVX vs. MVCAX 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 MCMVX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. MCMVX (36.9M). 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). MCMVX is a more actively managed with annual turnover of: 37.00 vs. MVCAX (27.00). 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 : 9.01 vs. MVCAX (1.09). MCMVX return over 5 years is better than : 64.34 vs. MVCAX (60.39).
MCMVXMVCAXMCMVX / MVCAX
Total Expense Ratio0.850.9986%
Annual Report Gross Expense Ratio1.771.00177%
Fund Existence12 years24 years-
Gain YTD4.5142.934154%
Front LoadN/A6%-
Min. Initial Investment50001000500%
Min. Initial Investment IRAN/AN/A-
Net Assets36.9M17.3B0%
Annual Yield % from dividends1.020.87116%
Returns for 1 year9.011.09825%
Returns for 3 years30.1618.70161%
Returns for 5 years64.3460.39107%
Returns for 10 years105.7764.61164%
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