MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
WFMIX
Price
$49.32
Change
+$0.11 (+0.22%)
Updated
Jul 3 closing price
Net Assets
13.33B
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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$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
Allspring Special Mid Cap Value Inst
Price$49.32
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets13.33B
MVCAX vs WFMIX Comparison Chart in %
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MVCAX vs. WFMIX commentary
Jul 07, 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 WFMIX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. WFMIX (13.3B). WFMIX pays higher dividends than MVCAX: WFMIX (1.23) vs MVCAX (0.87). MVCAX was incepted earlier than WFMIX: MVCAX (24 years) vs WFMIX (20 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 : 2.59 vs. MVCAX (1.09). MVCAX return over 5 years is better than : 60.39 vs. WFMIX (48.21).
MVCAXWFMIXMVCAX / WFMIX
Total Expense Ratio0.990.80124%
Annual Report Gross Expense Ratio1.000.80125%
Fund Existence24 years20 years-
Gain YTD2.9343.33188%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B13.3B130%
Annual Yield % from dividends0.871.2371%
Returns for 1 year1.092.5942%
Returns for 3 years18.7012.52149%
Returns for 5 years60.3948.21125%
Returns for 10 years64.6158.21111%
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