MCVRX
Price
$29.55
Change
-$0.01 (-0.03%)
Updated
Dec 26 closing price
Net Assets
16.83B
VMVIX
Price
$70.65
Change
+$0.04 (+0.06%)
Updated
Dec 26 closing price
Net Assets
32.63B
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MCVRX vs VMVIX

Header iconMCVRX vs VMVIX Comparison
Open Charts MCVRX vs VMVIXBanner chart's image
MFS Mid Cap Value R2
Price$29.55
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets16.83B
Vanguard Mid-Cap Value Index Investor
Price$70.65
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets32.63B
MCVRX vs VMVIX Comparison Chart in %
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MCVRX vs. VMVIX commentary
Dec 28, 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 MCVRX is a StrongBuy and VMVIX is a Hold.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.6B vs. MCVRX (16.8B). VMVIX pays higher dividends than MCVRX: VMVIX (2.02) vs MCVRX (0.60). MCVRX was incepted earlier than VMVIX: MCVRX (22 years) vs VMVIX (19 years). MCVRX (1.25) is less costly to investors than VMVIX (0.19). MCVRX is a more actively managed with annual turnover of: 24.00 vs. VMVIX (19.00). MCVRX has a lower initial minimum investment than VMVIX: MCVRX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 9.62 vs. MCVRX (-1.99). VMVIX return over 5 years is better than : 53.90 vs. MCVRX (23.43).
MCVRXVMVIXMCVRX / VMVIX
Total Expense Ratio1.240.19653%
Annual Report Gross Expense Ratio1.250.19658%
Fund Existence22 years19 years-
Gain YTD-0.90511.036-8%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.8B32.6B52%
Annual Yield % from dividends0.602.0230%
Returns for 1 year-1.999.62-21%
Returns for 3 years12.7832.9439%
Returns for 5 years23.4353.9043%
Returns for 10 years70.28109.1564%
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