MVCAX
Price
$32.51
Change
+$0.28 (+0.87%)
Updated
Dec 3 closing price
Net Assets
17.01B
TRVRX
Price
$19.21
Change
+$0.22 (+1.16%)
Updated
Dec 3 closing price
Net Assets
1.57B
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MVCAX vs TRVRX

Header iconMVCAX vs TRVRX Comparison
Open Charts MVCAX vs TRVRXBanner chart's image
MFS Mid Cap Value A
Price$32.51
Change+$0.28 (+0.87%)
VolumeN/A
Net Assets17.01B
Nuveen Mid Cap Value Retire
Price$19.21
Change+$0.22 (+1.16%)
VolumeN/A
Net Assets1.57B
MVCAX vs TRVRX Comparison Chart in %
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MVCAX vs. TRVRX commentary
Dec 04, 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 TRVRX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. TRVRX (1.57B). TRVRX pays higher dividends than MVCAX: TRVRX (1.29) vs MVCAX (0.83). MVCAX was incepted earlier than TRVRX: MVCAX (24 years) vs TRVRX (23 years). MVCAX (1.00) is less costly to investors than TRVRX (0.71). TRVRX is a more actively managed with annual turnover of: 48.00 vs. MVCAX (27.00). TRVRX has a lower initial minimum investment than MVCAX: TRVRX (0) vs MVCAX (1000). TRVRX annual gain was more profitable for investors over the last year : -3.72 vs. MVCAX (-10.42). MVCAX return over 5 years is better than : 34.05 vs. TRVRX (22.39).
MVCAXTRVRXMVCAX / TRVRX
Total Expense Ratio0.990.71139%
Annual Report Gross Expense Ratio1.000.71141%
Fund Existence24 years23 years-
Gain YTD5.2808.97759%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets17B1.57B1,081%
Annual Yield % from dividends0.831.2964%
Returns for 1 year-10.42-3.72280%
Returns for 3 years10.299.03114%
Returns for 5 years34.0522.39152%
Returns for 10 years72.82-11.63-626%
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