MVCGX
Price
$28.34
Change
+$0.11 (+0.39%)
Updated
Jul 3 closing price
Net Assets
17.33B
VMVAX
Price
$86.72
Change
+$0.20 (+0.23%)
Updated
Jul 3 closing price
Net Assets
29.95B
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MVCGX vs VMVAX

Header iconMVCGX vs VMVAX Comparison
Open Charts MVCGX vs VMVAXBanner chart's image
MFS Mid Cap Value R1
Price$28.34
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets17.33B
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
MVCGX vs VMVAX Comparison Chart in %
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MVCGX vs. VMVAX 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 MVCGX is a Buy and VMVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. MVCGX (17.3B). VMVAX pays higher dividends than MVCGX: VMVAX (2.26) vs MVCGX (0.17). MVCGX was incepted earlier than VMVAX: MVCGX (20 years) vs VMVAX (14 years). MVCGX (1.75) is less costly to investors than VMVAX (0.07). MVCGX is a more actively managed with annual turnover of: 27.00 vs. VMVAX (19.00). MVCGX has a lower initial minimum investment than VMVAX: MVCGX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 12.14 vs. MVCGX (-0.61). VMVAX return over 5 years is better than : 77.08 vs. MVCGX (53.67).
MVCGXVMVAXMVCGX / VMVAX
Total Expense Ratio1.740.072,486%
Annual Report Gross Expense Ratio1.750.072,500%
Fund Existence20 years14 years-
Gain YTD2.5333.57371%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B29.9B58%
Annual Yield % from dividends0.172.267%
Returns for 1 year-0.6112.14-5%
Returns for 3 years15.9328.5256%
Returns for 5 years53.6777.0870%
Returns for 10 years51.3588.1158%
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