MVCAX
Price
$31.85
Change
-$0.40 (-1.24%)
Updated
Nov 13 closing price
Net Assets
16.78B
TRMIX
Price
$32.93
Change
-$0.55 (-1.64%)
Updated
Nov 13 closing price
Net Assets
14.94B
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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$31.85
Change-$0.40 (-1.24%)
VolumeN/A
Net Assets16.78B
T. Rowe Price Mid-Cap Value I
Price$32.93
Change-$0.55 (-1.64%)
VolumeN/A
Net Assets14.94B
MVCAX vs TRMIX Comparison Chart in %
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MVCAX vs. TRMIX commentary
Nov 14, 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 Hold and TRMIX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. TRMIX (14.9B). TRMIX pays higher dividends than MVCAX: TRMIX (1.36) vs MVCAX (0.85). 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 : -9.14 vs. TRMIX (-9.87). MVCAX return over 5 years is better than : 38.31 vs. TRMIX (23.25).
MVCAXTRMIXMVCAX / TRMIX
Total Expense Ratio0.990.71139%
Annual Report Gross Expense Ratio1.000.71141%
Fund Existence24 years10 years-
Gain YTD5.1175.15199%
Front Load6%N/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets16.8B14.9B113%
Annual Yield % from dividends0.851.3663%
Returns for 1 year-9.14-9.8793%
Returns for 3 years12.455.02248%
Returns for 5 years38.3123.25165%
Returns for 10 years76.7131.52243%
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