MVCAX
Price
$32.32
Change
-$0.05 (-0.15%)
Updated
Sep 8 closing price
Net Assets
17.28B
TRMIX
Price
$33.21
Change
-$0.04 (-0.12%)
Updated
Sep 8 closing price
Net Assets
15.51B
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MVCAX vs TRMIX

Header iconMVCAX vs TRMIX Comparison
Open Charts MVCAX vs TRMIXBanner chart's image
MFS Mid Cap Value A
Price$32.32
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets17.28B
T. Rowe Price Mid-Cap Value I
Price$33.21
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets15.51B
MVCAX vs TRMIX Comparison Chart in %
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MVCAX vs. TRMIX commentary
Sep 09, 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 TRMIX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. TRMIX (15.5B). TRMIX pays higher dividends than MVCAX: TRMIX (1.36) vs MVCAX (0.84). 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 (27.00). MVCAX has a lower initial minimum investment than TRMIX: MVCAX (1000) vs TRMIX (500000). MVCAX annual gain was more profitable for investors over the last year : -2.57 vs. TRMIX (-3.74). MVCAX return over 5 years is better than : 52.00 vs. TRMIX (29.88).
MVCAXTRMIXMVCAX / TRMIX
Total Expense Ratio0.990.71139%
Annual Report Gross Expense Ratio1.000.71141%
Fund Existence24 years10 years-
Gain YTD5.5084.428124%
Front Load6%N/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B15.5B112%
Annual Yield % from dividends0.841.3661%
Returns for 1 year-2.57-3.7469%
Returns for 3 years18.3611.98153%
Returns for 5 years52.0029.88174%
Returns for 10 years75.5730.62247%
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