MVCHX
Price
$31.68
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.3B
VMVIX
Price
$67.16
Change
+$0.44 (+0.66%)
Updated
Jul 25 closing price
Net Assets
30.57B
Interact to see
Advertisement

MVCHX vs VMVIX

Header iconMVCHX vs VMVIX Comparison
Open Charts MVCHX vs VMVIXBanner chart's image
MFS Mid Cap Value R3
Price$31.68
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.3B
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
MVCHX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
MVCHX vs. VMVIX commentary
Jul 27, 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 MVCHX is a Buy and VMVIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. MVCHX (17.3B). VMVIX pays higher dividends than MVCHX: VMVIX (2.14) vs MVCHX (0.88). MVCHX was incepted earlier than VMVIX: MVCHX (20 years) vs VMVIX (19 years). MVCHX (1.00) is less costly to investors than VMVIX (0.19). MVCHX is a more actively managed with annual turnover of: 27.00 vs. VMVIX (19.00). MVCHX has a lower initial minimum investment than VMVIX: MVCHX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 9.75 vs. MVCHX (-1.71). VMVIX return over 5 years is better than : 71.74 vs. MVCHX (56.55).
MVCHXVMVIXMVCHX / VMVIX
Total Expense Ratio0.990.19521%
Annual Report Gross Expense Ratio1.000.19526%
Fund Existence20 years19 years-
Gain YTD3.8355.52269%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B30.6B57%
Annual Yield % from dividends0.882.1441%
Returns for 1 year-1.719.75-18%
Returns for 3 years18.0628.1464%
Returns for 5 years56.5571.7479%
Returns for 10 years71.1393.0476%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
ETJ8.990.07
+0.78%
Eaton Vance Risk - Managed Diversified Equity Income Fund
DFAS66.000.31
+0.47%
Dimensional US Small Cap ETF
DVND33.81N/A
N/A
Touchstone Dividend Select ETF
PCQ8.28-0.01
-0.18%
Pimco California Municipal Income Fund
EBIT32.35-0.19
-0.60%
Harbor AlphaEdge Small Cap Earners ETF