MCVRX
Price
$30.92
Change
+$0.18 (+0.59%)
Updated
Jul 25 closing price
Net Assets
17.3B
VMVIX
Price
$67.16
Change
+$0.44 (+0.66%)
Updated
Jul 25 closing price
Net Assets
30.57B
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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$30.92
Change+$0.18 (+0.59%)
VolumeN/A
Net Assets17.3B
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
MCVRX vs VMVIX Comparison Chart in %
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MCVRX vs. VMVIX 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 MCVRX is a Buy and VMVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. MCVRX (17.3B). VMVIX pays higher dividends than MCVRX: VMVIX (2.14) vs MCVRX (0.63). 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: 27.00 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 : 9.75 vs. MCVRX (-2.15). VMVIX return over 5 years is better than : 71.74 vs. MCVRX (54.02).
MCVRXVMVIXMCVRX / VMVIX
Total Expense Ratio1.240.19653%
Annual Report Gross Expense Ratio1.250.19658%
Fund Existence22 years19 years-
Gain YTD3.6895.52267%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B30.6B57%
Annual Yield % from dividends0.632.1429%
Returns for 1 year-2.159.75-22%
Returns for 3 years16.8028.1460%
Returns for 5 years54.0271.7475%
Returns for 10 years65.8293.0471%
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