MVCAX
Price
$31.27
Change
+$0.14 (+0.45%)
Updated
Jan 14 closing price
Net Assets
17.13B
WFMIX
Price
$48.12
Change
+$0.20 (+0.42%)
Updated
Jan 14 closing price
Net Assets
13.62B
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MVCAX vs WFMIX

Header iconMVCAX vs WFMIX Comparison
Open Charts MVCAX vs WFMIXBanner chart's image
MFS Mid Cap Value A
Price$31.27
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets17.13B
Allspring Special Mid Cap Value Inst
Price$48.12
Change+$0.20 (+0.42%)
VolumeN/A
Net Assets13.62B
MVCAX vs WFMIX Comparison Chart in %
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MVCAX vs. WFMIX commentary
Jan 15, 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 WFMIX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. WFMIX (13.6B). MVCAX pays higher dividends than WFMIX: MVCAX (1.24) vs WFMIX (1.01). MVCAX was incepted earlier than WFMIX: MVCAX (24 years) vs WFMIX (21 years). MVCAX (1.00) is less costly to investors than WFMIX (0.80). WFMIX is a more actively managed with annual turnover of: 38.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than WFMIX: MVCAX (1000) vs WFMIX (1000000). MVCAX annual gain was more profitable for investors over the last year : 2.50 vs. WFMIX (2.22). MVCAX return over 5 years is better than : 22.73 vs. WFMIX (13.02).
MVCAXWFMIXMVCAX / WFMIX
Total Expense Ratio0.990.80124%
Annual Report Gross Expense Ratio1.000.80125%
Fund Existence24 years21 years-
Gain YTD3.9915.52672%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.1B13.6B126%
Annual Yield % from dividends1.241.01123%
Returns for 1 year2.502.22113%
Returns for 3 years12.557.37170%
Returns for 5 years22.7313.02175%
Returns for 10 years100.0285.97116%
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