NAMAX vs. MVCAX
Compare and contrast key facts about Columbia Select Mid Cap Value Fund (NAMAX) and MFS Mid Cap Value Fund (MVCAX).
NAMAX is managed by Columbia. It was launched on Nov 20, 2001. MVCAX is managed by MFS. It was launched on Aug 31, 2001.
Performance
NAMAX vs. MVCAX - Performance Comparison
Loading graphics...
NAMAX vs. MVCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NAMAX Columbia Select Mid Cap Value Fund | 7.05% | 13.77% | 13.14% | 9.65% | -9.33% | 32.28% | 6.90% | 31.56% | -18.46% | 13.71% |
MVCAX MFS Mid Cap Value Fund | 1.03% | 6.09% | 13.57% | 12.51% | -8.96% | 30.43% | 4.03% | 30.57% | -11.69% | 13.37% |
Returns By Period
In the year-to-date period, NAMAX achieves a 7.05% return, which is significantly higher than MVCAX's 1.03% return. Over the past 10 years, NAMAX has outperformed MVCAX with an annualized return of 10.27%, while MVCAX has yielded a comparatively lower 9.26% annualized return.
NAMAX
- 1D
- 2.49%
- 1M
- -6.16%
- YTD
- 7.05%
- 6M
- 9.61%
- 1Y
- 24.99%
- 3Y*
- 14.52%
- 5Y*
- 9.53%
- 10Y*
- 10.27%
MVCAX
- 1D
- 2.26%
- 1M
- -6.47%
- YTD
- 1.03%
- 6M
- 2.16%
- 1Y
- 9.98%
- 3Y*
- 10.87%
- 5Y*
- 7.27%
- 10Y*
- 9.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NAMAX vs. MVCAX - Expense Ratio Comparison
NAMAX has a 0.88% expense ratio, which is lower than MVCAX's 1.02% expense ratio.
Return for Risk
NAMAX vs. MVCAX — Risk / Return Rank
NAMAX
MVCAX
NAMAX vs. MVCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Mid Cap Value Fund (NAMAX) and MFS Mid Cap Value Fund (MVCAX). 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.
| NAMAX | MVCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 0.54 | +0.78 |
Sortino ratioReturn per unit of downside risk | 1.88 | 0.89 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.12 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 0.80 | +1.10 |
Martin ratioReturn relative to average drawdown | 8.28 | 3.14 | +5.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NAMAX | MVCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 0.54 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.42 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.48 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.43 | +0.03 |
Correlation
The correlation between NAMAX and MVCAX is 0.97, 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.
Dividends
NAMAX vs. MVCAX - Dividend Comparison
NAMAX's dividend yield for the trailing twelve months is around 6.24%, less than MVCAX's 8.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAMAX Columbia Select Mid Cap Value Fund | 6.24% | 6.71% | 7.07% | 0.74% | 6.39% | 8.99% | 3.22% | 3.38% | 27.38% | 21.08% | 8.07% | 17.05% |
MVCAX MFS Mid Cap Value Fund | 8.12% | 8.21% | 10.99% | 2.73% | 5.22% | 5.70% | 0.80% | 2.03% | 6.36% | 3.36% | 0.07% | 4.59% |
Drawdowns
NAMAX vs. MVCAX - Drawdown Comparison
The maximum NAMAX drawdown since its inception was -60.44%, roughly equal to the maximum MVCAX drawdown of -60.41%. Use the drawdown chart below to compare losses from any high point for NAMAX and MVCAX.
Loading graphics...
Drawdown Indicators
| NAMAX | MVCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.44% | -60.41% | -0.03% |
Max Drawdown (1Y)Largest decline over 1 year | -13.67% | -13.55% | -0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -20.90% | -21.05% | +0.15% |
Max Drawdown (10Y)Largest decline over 10 years | -43.24% | -42.79% | -0.45% |
Current DrawdownCurrent decline from peak | -6.21% | -7.35% | +1.14% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -8.17% | -0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 3.45% | -0.31% |
Volatility
NAMAX vs. MVCAX - Volatility Comparison
Columbia Select Mid Cap Value Fund (NAMAX) has a higher volatility of 5.84% compared to MFS Mid Cap Value Fund (MVCAX) at 5.22%. This indicates that NAMAX's price experiences larger fluctuations and is considered to be riskier than MVCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| NAMAX | MVCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 5.22% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 10.17% | +0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.99% | 18.64% | +0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.12% | 17.24% | +0.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.02% | 19.25% | +0.77% |