MVCGX
Price
$27.20
Change
+$0.06 (+0.22%)
Updated
Dec 24 closing price
Net Assets
16.81B
VMVIX
Price
$70.61
Change
+$0.25 (+0.36%)
Updated
Dec 24 closing price
Net Assets
32.63B
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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$27.20
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets16.81B
Vanguard Mid-Cap Value Index Investor
Price$70.61
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets32.63B
MVCGX vs VMVIX Comparison Chart in %
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MVCGX vs. VMVIX commentary
Dec 25, 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 StrongBuy and VMVIX is a Hold.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.6B vs. MVCGX (16.8B). VMVIX pays higher dividends than MVCGX: VMVIX (2.02) vs MVCGX (0.16). MVCGX was incepted earlier than VMVIX: MVCGX (21 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: 24.00 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 : 9.73 vs. MVCGX (-2.54). VMVIX return over 5 years is better than : 53.81 vs. MVCGX (18.50).
MVCGXVMVIXMVCGX / VMVIX
Total Expense Ratio1.740.19916%
Annual Report Gross Expense Ratio1.750.19921%
Fund Existence21 years19 years-
Gain YTD-1.59210.973-15%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.8B32.6B52%
Annual Yield % from dividends0.162.028%
Returns for 1 year-2.549.73-26%
Returns for 3 years10.3133.2131%
Returns for 5 years18.5053.8134%
Returns for 10 years59.42110.0754%
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