MVCAX
Price
$31.85
Change
-$0.40 (-1.24%)
Updated
Nov 13 closing price
Net Assets
16.78B
PZIMX
Price
$11.42
Change
-$0.09 (-0.78%)
Updated
Nov 13 closing price
Net Assets
93.73M
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MVCAX vs PZIMX

Header iconMVCAX vs PZIMX Comparison
Open Charts MVCAX vs PZIMXBanner chart's image
MFS Mid Cap Value A
Price$31.85
Change-$0.40 (-1.24%)
VolumeN/A
Net Assets16.78B
Pzena Mid Cap Value Instl
Price$11.42
Change-$0.09 (-0.78%)
VolumeN/A
Net Assets93.73M
MVCAX vs PZIMX Comparison Chart in %
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MVCAX vs. PZIMX commentary
Nov 14, 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 MVCAX is a Hold and PZIMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. PZIMX (93.7M). PZIMX pays higher dividends than MVCAX: PZIMX (1.49) vs MVCAX (0.85). MVCAX was incepted earlier than PZIMX: MVCAX (24 years) vs PZIMX (12 years). MVCAX (1.00) and PZIMX (0.97) have similar cost to investors . PZIMX is a more actively managed with annual turnover of: 35.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than PZIMX: MVCAX (1000) vs PZIMX (1000000). MVCAX annual gain was more profitable for investors over the last year : -9.14 vs. PZIMX (-22.61). MVCAX return over 5 years is better than : 38.31 vs. PZIMX (0.70).
MVCAXPZIMXMVCAX / PZIMX
Total Expense Ratio0.990.90110%
Annual Report Gross Expense Ratio1.000.97103%
Fund Existence24 years12 years-
Gain YTD5.117-3.923-130%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets16.8B93.7M17,930%
Annual Yield % from dividends0.851.4957%
Returns for 1 year-9.14-22.6140%
Returns for 3 years12.45-23.58-53%
Returns for 5 years38.310.705,467%
Returns for 10 years76.7125.12305%
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