MVCAX
Price
$31.85
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.3B
SMVZX
Price
$12.65
Change
+$0.09 (+0.72%)
Updated
Jul 25 closing price
Net Assets
1.61B
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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$31.85
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.3B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.65
Change+$0.09 (+0.72%)
VolumeN/A
Net Assets1.61B
MVCAX vs SMVZX Comparison Chart in %
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MVCAX vs. SMVZX 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 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 (1.61B). 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). SMVZX annual gain was more profitable for investors over the last year : 1.02 vs. MVCAX (-1.70). MVCAX return over 5 years is better than : 54.59 vs. SMVZX (28.14).
MVCAXSMVZXMVCAX / SMVZX
Total Expense Ratio0.990.79125%
Annual Report Gross Expense Ratio1.000.88114%
Fund Existence24 years11 years-
Gain YTD3.8144.80579%
Front Load6%N/A-
Min. Initial Investment100025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B1.61B1,073%
Annual Yield % from dividends0.871.1774%
Returns for 1 year-1.701.02-166%
Returns for 3 years16.5423.6770%
Returns for 5 years54.5928.14194%
Returns for 10 years67.905.811,170%
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