MVCAX
Price
$30.48
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
16.83B
TRMIX
Price
$32.47
Change
+$0.01 (+0.03%)
Updated
Dec 26 closing price
Net Assets
14.85B
Interact to see
Advertisement

MVCAX vs TRMIX

Header iconMVCAX vs TRMIX Comparison
Open Charts MVCAX vs TRMIXBanner chart's image
MFS Mid Cap Value A
Price$30.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets16.83B
T. Rowe Price Mid-Cap Value I
Price$32.47
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets14.85B
MVCAX vs TRMIX Comparison Chart in %
View a ticker or compare two or three
VS
MVCAX vs. TRMIX commentary
Dec 28, 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 StrongBuy and TRMIX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. TRMIX (14.9B). TRMIX pays higher dividends than MVCAX: TRMIX (1.34) vs MVCAX (0.83). MVCAX was incepted earlier than TRMIX: MVCAX (24 years) vs TRMIX (10 years). MVCAX (1.00) is less costly to investors than TRMIX (0.71). TRMIX is a more actively managed with annual turnover of: 52.90 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than TRMIX: MVCAX (1000) vs TRMIX (500000). TRMIX annual gain was more profitable for investors over the last year : 0.81 vs. MVCAX (-1.74). MVCAX return over 5 years is better than : 23.93 vs. TRMIX (15.48).
MVCAXTRMIXMVCAX / TRMIX
Total Expense Ratio0.990.71139%
Annual Report Gross Expense Ratio1.000.71141%
Fund Existence24 years10 years-
Gain YTD-0.6521.979-33%
Front Load6%N/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets16.8B14.9B113%
Annual Yield % from dividends0.831.3462%
Returns for 1 year-1.740.81-216%
Returns for 3 years13.9818.0477%
Returns for 5 years23.9315.48155%
Returns for 10 years72.8640.09182%
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 %
NUW14.380.07
+0.49%
Nuveen AMT-Free Municipal Value Fund
FMCE26.39N/A
N/A
FM Compounders Equity ETF
AHYB46.65-0.02
-0.04%
American Century® Select High Yield ETF
NUSC45.58-0.09
-0.20%
Nuveen ESG Small-Cap ETF
DDWWF5.49-0.15
-2.74%
Dividend Growth Split Corp.