MVCAX vs. TRMCX
Compare and contrast key facts about MFS Mid Cap Value Fund (MVCAX) and T. Rowe Price Mid-Cap Value Fund (TRMCX).
MVCAX is managed by MFS. It was launched on Aug 31, 2001. TRMCX is managed by T. Rowe Price. It was launched on Jun 28, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MVCAX or TRMCX.
Correlation
The correlation between MVCAX and TRMCX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MVCAX vs. TRMCX - Performance Comparison
Key characteristics
MVCAX:
-0.38
TRMCX:
-0.56
MVCAX:
-0.38
TRMCX:
-0.61
MVCAX:
0.94
TRMCX:
0.90
MVCAX:
-0.28
TRMCX:
-0.41
MVCAX:
-0.74
TRMCX:
-1.11
MVCAX:
10.46%
TRMCX:
11.20%
MVCAX:
20.59%
TRMCX:
22.23%
MVCAX:
-59.10%
TRMCX:
-60.52%
MVCAX:
-21.60%
TRMCX:
-24.69%
Returns By Period
In the year-to-date period, MVCAX achieves a -7.27% return, which is significantly higher than TRMCX's -9.59% return. Over the past 10 years, MVCAX has outperformed TRMCX with an annualized return of 4.09%, while TRMCX has yielded a comparatively lower 0.68% annualized return.
MVCAX
-7.27%
-5.89%
-17.18%
-7.73%
10.28%
4.09%
TRMCX
-9.59%
-8.50%
-19.52%
-12.01%
6.62%
0.68%
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MVCAX vs. TRMCX - Expense Ratio Comparison
MVCAX has a 1.02% expense ratio, which is higher than TRMCX's 0.77% expense ratio.
Risk-Adjusted Performance
MVCAX vs. TRMCX — Risk-Adjusted Performance Rank
MVCAX
TRMCX
MVCAX vs. TRMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Value Fund (MVCAX) and T. Rowe Price Mid-Cap Value Fund (TRMCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
MVCAX vs. TRMCX - Dividend Comparison
MVCAX's dividend yield for the trailing twelve months is around 1.04%, less than TRMCX's 15.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVCAX MFS Mid Cap Value Fund | 1.04% | 0.96% | 1.28% | 1.40% | 0.92% | 0.80% | 0.91% | 0.96% | 0.42% | 1.12% | 0.31% | 7.08% |
TRMCX T. Rowe Price Mid-Cap Value Fund | 15.71% | 14.20% | 7.65% | 13.92% | 9.22% | 3.79% | 4.25% | 12.13% | 6.58% | 6.74% | 11.39% | 14.71% |
Drawdowns
MVCAX vs. TRMCX - Drawdown Comparison
The maximum MVCAX drawdown since its inception was -59.10%, roughly equal to the maximum TRMCX drawdown of -60.52%. Use the drawdown chart below to compare losses from any high point for MVCAX and TRMCX. For additional features, visit the drawdowns tool.
Volatility
MVCAX vs. TRMCX - Volatility Comparison
The current volatility for MFS Mid Cap Value Fund (MVCAX) is 13.13%, while T. Rowe Price Mid-Cap Value Fund (TRMCX) has a volatility of 13.93%. This indicates that MVCAX experiences smaller price fluctuations and is considered to be less risky than TRMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.