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MVCAX vs TRMIX
MVCAX vs TRMIX Comparison
Open Charts MVCAX vs TRMIX
T. Rowe Price Mid-Cap Value I
Price$30.51
Change-$0.51 (-1.64%)
VolumeN/A
Net Assets15.14B
MVCAX vs TRMIX Comparison Chart
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MVCAX vs. TRMIX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. TRMIX (15.1B). TRMIX pays higher dividends than MVCAX: TRMIX (1.46) vs MVCAX (0.89). 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 : -4.53 vs. TRMIX (-8.13). MVCAX return over 5 years is better than : 51.98 vs. TRMIX (32.39).
| MVCAX | TRMIX | MVCAX / TRMIX | |
| Total Expense Ratio | 0.99 | 0.71 | 139% |
| Annual Report Gross Expense Ratio | 1.00 | 0.71 | 141% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | -2.086 | -4.177 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 15.1B | 111% |
| Annual Yield % from dividends | 0.89 | 1.46 | 61% |
| Returns for 1 year | -4.53 | -8.13 | 56% |
| Returns for 3 years | 13.00 | 3.73 | 349% |
| Returns for 5 years | 51.98 | 32.39 | 160% |
| Returns for 10 years | 53.51 | N/A | - |
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