MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
SMVTX
Price
$12.22
Change
+$0.05 (+0.41%)
Updated
Jul 3 closing price
Net Assets
1.59B
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MVCAX vs SMVTX

Header iconMVCAX vs SMVTX Comparison
Open Charts MVCAX vs SMVTXBanner chart's image
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
Virtus Ceredex Mid-Cap Value Equity I
Price$12.22
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets1.59B
MVCAX vs SMVTX Comparison Chart in %
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MVCAX vs. SMVTX 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 MVCAX is a Buy and SMVTX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. SMVTX (1.59B). SMVTX pays higher dividends than MVCAX: SMVTX (0.95) vs MVCAX (0.87). MVCAX was incepted earlier than SMVTX: MVCAX (24 years) vs SMVTX (24 years). SMVTX (1.01) and MVCAX (1.00) have similar cost to investors . SMVTX is a more actively managed with annual turnover of: 141.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than SMVTX: MVCAX (1000) vs SMVTX (100000). MVCAX annual gain was more profitable for investors over the last year : 1.09 vs. SMVTX (-0.35). MVCAX return over 5 years is better than : 60.39 vs. SMVTX (27.10).
MVCAXSMVTXMVCAX / SMVTX
Total Expense Ratio0.991.0198%
Annual Report Gross Expense Ratio1.001.0199%
Fund Existence24 years24 years-
Gain YTD2.9341.833160%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B1.59B1,088%
Annual Yield % from dividends0.870.9592%
Returns for 1 year1.09-0.35-313%
Returns for 3 years18.7022.1185%
Returns for 5 years60.3927.10223%
Returns for 10 years64.61-0.56-11,541%
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