MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
TRMIX
Price
$31.89
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
15.45B
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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$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
T. Rowe Price Mid-Cap Value I
Price$31.89
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets15.45B
MVCAX vs TRMIX Comparison Chart in %
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MVCAX vs. TRMIX 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 TRMIX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. TRMIX (15.4B). TRMIX pays higher dividends than MVCAX: TRMIX (1.43) vs MVCAX (0.87). 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 : 1.09 vs. TRMIX (-3.86). MVCAX return over 5 years is better than : 60.39 vs. TRMIX (37.08).
MVCAXTRMIXMVCAX / TRMIX
Total Expense Ratio0.990.71139%
Annual Report Gross Expense Ratio1.000.71141%
Fund Existence24 years10 years-
Gain YTD2.9340.1571,868%
Front Load6%N/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B15.4B112%
Annual Yield % from dividends0.871.4361%
Returns for 1 year1.09-3.86-28%
Returns for 3 years18.708.00234%
Returns for 5 years60.3937.08163%
Returns for 10 years64.61N/A-
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