MVCAX
Price
$31.51
Change
-$0.46 (-1.44%)
Updated
Feb 3 closing price
Net Assets
17.11B
TRVRX
Price
$18.82
Change
+$0.08 (+0.43%)
Updated
Feb 3 closing price
Net Assets
1.62B
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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$31.51
Change-$0.46 (-1.44%)
VolumeN/A
Net Assets17.11B
Nuveen Mid Cap Value Retire
Price$18.82
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets1.62B
MVCAX vs TRVRX Comparison Chart in %
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MVCAX vs. TRVRX commentary
Feb 04, 2026

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 TRVRX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. TRVRX (1.62B). TRVRX pays higher dividends than MVCAX: TRVRX (1.47) vs MVCAX (1.20). 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 (24.00). 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 : 6.72 vs. MVCAX (1.90). MVCAX return over 5 years is better than : 23.95 vs. TRVRX (13.05).
MVCAXTRVRXMVCAX / TRVRX
Total Expense Ratio0.990.71139%
Annual Report Gross Expense Ratio1.000.71141%
Fund Existence24 years23 years-
Gain YTD4.7895.67184%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.1B1.62B1,057%
Annual Yield % from dividends1.201.4782%
Returns for 1 year1.906.7228%
Returns for 3 years11.1322.5949%
Returns for 5 years23.9513.05184%
Returns for 10 years99.0911.41868%
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