MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
SMVZX
Price
$12.31
Change
+$0.06 (+0.49%)
Updated
Jul 3 closing price
Net Assets
1.59B
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MVCAX vs SMVZX

Header iconMVCAX vs SMVZX Comparison
Open Charts MVCAX vs SMVZXBanner 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 R6
Price$12.31
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets1.59B
MVCAX vs SMVZX Comparison Chart in %
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MVCAX vs. SMVZX 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 SMVZX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. SMVZX (1.59B). SMVZX pays higher dividends than MVCAX: SMVZX (1.17) vs MVCAX (0.87). MVCAX was incepted earlier than SMVZX: MVCAX (24 years) vs SMVZX (11 years). MVCAX (1.00) is less costly to investors than SMVZX (0.88). SMVZX is a more actively managed with annual turnover of: 141.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than SMVZX: MVCAX (1000) vs SMVZX (2500000). MVCAX annual gain was more profitable for investors over the last year : 1.09 vs. SMVZX (-0.04). MVCAX return over 5 years is better than : 60.39 vs. SMVZX (28.79).
MVCAXSMVZXMVCAX / SMVZX
Total Expense Ratio0.990.79125%
Annual Report Gross Expense Ratio1.000.88114%
Fund Existence24 years11 years-
Gain YTD2.9341.988148%
Front Load6%N/A-
Min. Initial Investment100025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B1.59B1,088%
Annual Yield % from dividends0.871.1774%
Returns for 1 year1.09-0.04-2,953%
Returns for 3 years18.7023.1381%
Returns for 5 years60.3928.79210%
Returns for 10 years64.612.053,155%
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