MVCAX
Price
$31.85
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.3B
SVUIX
Price
$39.97
Change
+$0.13 (+0.33%)
Updated
Jul 25 closing price
Net Assets
305.89M
Interact to see
Advertisement

MVCAX vs SVUIX

Header iconMVCAX vs SVUIX Comparison
Open Charts MVCAX vs SVUIXBanner chart's image
MFS Mid Cap Value A
Price$31.85
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.3B
NAA SMid Cap Value Institutional
Price$39.97
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets305.89M
MVCAX vs SVUIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
MVCAX vs. SVUIX 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 SVUIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. SVUIX (306M). SVUIX pays higher dividends than MVCAX: SVUIX (3.94) vs MVCAX (0.87). MVCAX was incepted earlier than SVUIX: MVCAX (24 years) vs SVUIX (17 years). MVCAX (1.00) and SVUIX (0.97) have similar cost to investors . MVCAX is a more actively managed with annual turnover of: 27.00 vs. SVUIX (25.00). MVCAX has a lower initial minimum investment than SVUIX: MVCAX (1000) vs SVUIX (2000000). MVCAX annual gain was more profitable for investors over the last year : -1.70 vs. SVUIX (-42.50). MVCAX return over 5 years is better than : 54.59 vs. SVUIX (-41.77).
MVCAXSVUIXMVCAX / SVUIX
Total Expense Ratio0.990.92108%
Annual Report Gross Expense Ratio1.000.97103%
Fund Existence24 years17 years-
Gain YTD3.8143.657104%
Front Load6%N/A-
Min. Initial Investment100020000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B306M5,654%
Annual Yield % from dividends0.873.9422%
Returns for 1 year-1.70-42.504%
Returns for 3 years16.54-48.04-34%
Returns for 5 years54.59-41.77-131%
Returns for 10 years67.90-53.85-126%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
ERY21.620.18
+0.84%
Direxion Daily Energy Bear 2X ETF
FLRN30.850.03
+0.10%
SPDR® Blmbg Inv Grd Flt Rt ETF
NAIL62.58N/A
N/A
Direxion Daily Hmbldrs&Supls Bull 3X ETF
SOVF30.18N/A
N/A
Sovereign's Capital Flourish Fund
APOC25.65N/A
N/A
Innovator Eq Dfnd Prt ETF - 6 Mo Apr/Oct