— Know what they know.
Not Investment Advice

MVCAX

MFS Mid Cap Value Fund - Class A
1W: -1.0% 1M: -5.3% 3M: -3.5% YTD: +8.4% 1Y: +2.4% 3Y: +36.3% 5Y: +35.1%
$33.12
+0.16 (+0.49%)
 
Weekly Expected Move ±1.3%
$32 $33 $33 $33 $34
ETF NASDAQ · AUM $10.5B

Similar ETFs

20 peers by holdings overlap (155 holdings)
FIMVX
Fidelity Mid Cap Value Index Fund
24.7%
Shared124 holdings
Total711
AUM$1.7B
Price$31.25
CMJAX
Calvert US Mid Cap Core Rspnb Idx A
22.4%
Shared99 holdings
Total620
AUM$492M
Price$49.93
FSMDX
Fidelity Mid Cap Index
20.8%
Shared129 holdings
Total802
AUM$52.1B
Price$41.93
SWMCX
Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund
20.7%
Shared129 holdings
Total790
AUM$2.8B
Price$16.33
TRMCX
T. Rowe Price Mid-Cap Value Fund
20.5%
Shared31 holdings
Total123
AUM$15.3B
Price$36.89
SEMCX
SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F
20.2%
Shared55 holdings
Total315
AUM$56M
Price$30.52
VSNGX
JPMorgan Mid Cap Equity Fund Class I
20.2%
Shared36 holdings
Total189
AUM$5.8B
Price$67.46
SPRAX
PGIM Quant Solutions Mid-Cap Value Fund
19.5%
Shared41 holdings
Total252
AUM$188M
Price$33.19
RYZAX
Rydex S&P 500 Pure Value H
18.9%
Shared32 holdings
Total121
AUM$10M
Price$137.44
BPRRX
Boston Partners Long/Short Research Fd Inv Cl
18.0%
Shared46 holdings
Total340
AUM$579M
Price$13.96
JVMAX
John Hancock Funds Disciplined Value Mid Cap Fund Class A
18.0%
Shared30 holdings
Total137
AUM$22.5B
Price$28.46
FSMVX
Fidelity Mid Cap Value Fund
17.1%
Shared31 holdings
Total177
AUM$4.1B
Price$36.70
VWNDX
Vanguard Windsor Fund Investor Shares
16.8%
Shared32 holdings
Total133
AUM$24.2B
Price$24.26
ACMVX
American Century Mid Cap Value Fund
16.6%
Shared28 holdings
Total117
AUM$5.3B
Price$16.10
DALCX
Dean Mid Cap Value
16.5%
Shared20 holdings
Total53
AUM$256M
Price$29.58
MMID
MFS Active Exchange Traded Funds Trust - MFS Active Mid Cap ETF
16.1%
Shared26 holdings
Total104
AUM$36M
Price$26.58
SABTX
S.A. US Value Fd
15.6%
Shared59 holdings
Total272
AUM$624M
Price$29.79
KMDVX
Keeley Gabelli Mid Cap Dividend A
15.5%
Shared23 holdings
Total77
AUM$120M
Price$33.14
VEIPX
Vanguard Equity Income Fund Investor Shares
14.9%
Shared35 holdings
Total208
AUM$63.1B
Price$47.26
VWINX
Vanguard Wellesley Income Fund Investor Shares
14.9%
Shared19 holdings
Total74
AUM$45.5B
Price$24.95

Fundamentals Comparison

ETF AUM Holdings Top 10 Wt P/E P/B P/S ROE Net Margin Div Yield Rev Growth EPS Growth IS Score Piotroski
MVCAX $10.5B 151 12.3% 19.9 2.5 1.4 12.9% 6.7% 2.09% +9.3% +22.3% 52.3 6.2
FIMVX $1.7B 711 8.0% 19.4 3.0 1.7 14.8% 8.2% 1.95% +13.3% +35.5% 55.2 6.3
CMJAX $492M 620 7.7% 25.4 3.8 2.3 14.0% 8.2% 1.63% +15.1% +34.8% 57.0 6.3
FSMDX $52.1B 802 8.1% 21.6 3.8 1.9 17.3% 8.1% 1.63% +16.7% +36.8% 56.8 6.3
SWMCX $2.8B 790 8.1% 21.6 3.8 1.9 17.3% 8.1% 1.63% +16.7% +36.8% 56.8 6.3
TRMCX $15.3B 123 14.8% 17.4 2.8 1.8 15.6% 9.6% 2.44% +15.0% +35.6% 51.7 6.2
SEMCX $56M 315 12.4% 17.4 3.3 1.6 19.5% 8.9% 1.69% +14.6% +47.8% 59.1 6.7
VSNGX $5.8B 189 13.9% 22.6 4.0 1.7 18.1% 7.3% 1.36% +14.2% +25.7% 56.6 6.2
SPRAX $188M 252 12.8% 14.1 3.1 1.5 23.2% 10.6% 1.61% +14.4% +48.8% 59.8 6.7
RYZAX $10M 121 36.9% 12.5 1.4 0.5 9.5% 3.4% 2.77% +13.5% +15.8% 46.1 6.0
BPRRX $579M 340 10.7% 12.1 3.2 3.7 31.5% 30.9% 1.61% +20.4% +24.8% 54.8 6.2

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms