MVCGX
Price
$28.42
Change
-$0.18 (-0.63%)
Updated
Aug 15 closing price
Net Assets
17.12B
VMVIX
Price
$66.94
Change
-$0.25 (-0.37%)
Updated
Aug 15 closing price
Net Assets
31.04B
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MVCGX vs VMVIX

Header iconMVCGX vs VMVIX Comparison
Open Charts MVCGX vs VMVIXBanner chart's image
MFS Mid Cap Value R1
Price$28.42
Change-$0.18 (-0.63%)
VolumeN/A
Net Assets17.12B
Vanguard Mid-Cap Value Index Investor
Price$66.94
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets31.04B
MVCGX vs VMVIX Comparison Chart in %
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MVCGX vs. VMVIX commentary
Aug 18, 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 VMVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. MVCGX (17.1B). VMVIX pays higher dividends than MVCGX: VMVIX (2.10) vs MVCGX (0.17). MVCGX was incepted earlier than VMVIX: MVCGX (20 years) vs VMVIX (19 years). MVCGX (1.75) is less costly to investors than VMVIX (0.19). MVCGX is a more actively managed with annual turnover of: 27.00 vs. VMVIX (19.00). MVCGX has a lower initial minimum investment than VMVIX: MVCGX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 7.67 vs. MVCGX (-5.15). VMVIX return over 5 years is better than : 65.08 vs. MVCGX (41.44).
MVCGXVMVIXMVCGX / VMVIX
Total Expense Ratio1.740.19916%
Annual Report Gross Expense Ratio1.750.19921%
Fund Existence20 years19 years-
Gain YTD2.8225.17755%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.1B31B55%
Annual Yield % from dividends0.172.108%
Returns for 1 year-5.157.67-67%
Returns for 3 years4.2917.4625%
Returns for 5 years41.4465.0864%
Returns for 10 years49.9887.8057%
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