MVCAX
Price
$31.78
Change
+$0.15 (+0.47%)
Updated
Oct 17 closing price
Net Assets
16.89B
TRVHX
Price
$18.67
Change
+$0.13 (+0.70%)
Updated
Oct 17 closing price
Net Assets
1.56B
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MVCAX vs TRVHX

Header iconMVCAX vs TRVHX Comparison
Open Charts MVCAX vs TRVHXBanner chart's image
MFS Mid Cap Value A
Price$31.78
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets16.89B
Nuveen Mid Cap Value I
Price$18.67
Change+$0.13 (+0.70%)
VolumeN/A
Net Assets1.56B
MVCAX vs TRVHX Comparison Chart in %
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MVCAX vs. TRVHX commentary
Oct 19, 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 TRVHX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. TRVHX (1.56B). TRVHX pays higher dividends than MVCAX: TRVHX (1.51) vs MVCAX (0.84). MVCAX was incepted earlier than TRVHX: MVCAX (24 years) vs TRVHX (10 years). MVCAX (1.00) is less costly to investors than TRVHX (0.58). TRVHX is a more actively managed with annual turnover of: 48.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than TRVHX: MVCAX (1000) vs TRVHX (100000). TRVHX annual gain was more profitable for investors over the last year : -2.29 vs. MVCAX (-9.14). MVCAX return over 5 years is better than : 44.40 vs. TRVHX (31.86).
MVCAXTRVHXMVCAX / TRVHX
Total Expense Ratio0.990.58171%
Annual Report Gross Expense Ratio1.000.58172%
Fund Existence24 years10 years-
Gain YTD3.5855.89961%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B1.56B1,081%
Annual Yield % from dividends0.841.5156%
Returns for 1 year-9.14-2.29399%
Returns for 3 years20.0716.00125%
Returns for 5 years44.4031.86139%
Returns for 10 years70.98N/A-
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