MVCAX
Price
$31.78
Change
+$0.15 (+0.47%)
Updated
Oct 17 closing price
Net Assets
16.89B
WFMIX
Price
$49.77
Change
+$0.23 (+0.46%)
Updated
Oct 17 closing price
Net Assets
13.4B
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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$31.78
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets16.89B
Allspring Special Mid Cap Value Inst
Price$49.77
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets13.4B
MVCAX vs WFMIX Comparison Chart in %
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MVCAX vs. WFMIX 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 WFMIX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. WFMIX (13.4B). WFMIX pays higher dividends than MVCAX: WFMIX (1.18) vs MVCAX (0.84). 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). MVCAX is a more actively managed with annual turnover of: 27.00 vs. WFMIX (19.00). MVCAX has a lower initial minimum investment than WFMIX: MVCAX (1000) vs WFMIX (1000000). WFMIX annual gain was more profitable for investors over the last year : -6.31 vs. MVCAX (-9.14). MVCAX return over 5 years is better than : 44.40 vs. WFMIX (34.64).
MVCAXWFMIXMVCAX / WFMIX
Total Expense Ratio0.990.80124%
Annual Report Gross Expense Ratio1.000.80125%
Fund Existence24 years21 years-
Gain YTD3.5854.27484%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B13.4B126%
Annual Yield % from dividends0.841.1871%
Returns for 1 year-9.14-6.31145%
Returns for 3 years20.0714.44139%
Returns for 5 years44.4034.64128%
Returns for 10 years70.9864.06111%
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