TRMCX vs. MVCAX
Compare and contrast key facts about T. Rowe Price Mid-Cap Value Fund (TRMCX) and MFS Mid Cap Value Fund (MVCAX).
TRMCX is managed by T. Rowe Price. It was launched on Jun 28, 1996. MVCAX is managed by MFS. It was launched on Aug 31, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRMCX or MVCAX.
Correlation
The correlation between TRMCX and MVCAX is 0.95, 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
TRMCX vs. MVCAX - Performance Comparison
Key characteristics
TRMCX:
0.51
MVCAX:
0.63
TRMCX:
0.70
MVCAX:
0.85
TRMCX:
1.12
MVCAX:
1.14
TRMCX:
0.50
MVCAX:
0.61
TRMCX:
1.65
MVCAX:
1.98
TRMCX:
5.41%
MVCAX:
5.09%
TRMCX:
17.58%
MVCAX:
15.95%
TRMCX:
-60.52%
MVCAX:
-58.56%
TRMCX:
-14.46%
MVCAX:
-12.94%
Returns By Period
In the year-to-date period, TRMCX achieves a 2.69% return, which is significantly lower than MVCAX's 2.97% return. Over the past 10 years, TRMCX has underperformed MVCAX with an annualized return of 2.59%, while MVCAX has yielded a comparatively higher 5.94% annualized return.
TRMCX
2.69%
3.34%
-5.00%
8.15%
4.06%
2.59%
MVCAX
2.97%
3.98%
-2.08%
9.50%
5.81%
5.94%
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TRMCX vs. MVCAX - Expense Ratio Comparison
TRMCX has a 0.77% expense ratio, which is lower than MVCAX's 1.02% expense ratio.
Risk-Adjusted Performance
TRMCX vs. MVCAX — Risk-Adjusted Performance Rank
TRMCX
MVCAX
TRMCX vs. MVCAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Mid-Cap Value Fund (TRMCX) 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.
Dividends
TRMCX vs. MVCAX - Dividend Comparison
TRMCX's dividend yield for the trailing twelve months is around 1.40%, more than MVCAX's 0.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRMCX T. Rowe Price Mid-Cap Value Fund | 1.40% | 1.44% | 1.14% | 0.89% | 1.01% | 1.01% | 1.47% | 1.23% | 1.09% | 0.93% | 1.36% | 1.08% |
MVCAX MFS Mid Cap Value Fund | 0.94% | 0.96% | 1.28% | 1.40% | 0.92% | 0.80% | 0.91% | 0.96% | 0.42% | 1.12% | 0.31% | 7.08% |
Drawdowns
TRMCX vs. MVCAX - Drawdown Comparison
The maximum TRMCX drawdown since its inception was -60.52%, roughly equal to the maximum MVCAX drawdown of -58.56%. Use the drawdown chart below to compare losses from any high point for TRMCX and MVCAX. For additional features, visit the drawdowns tool.
Volatility
TRMCX vs. MVCAX - Volatility Comparison
T. Rowe Price Mid-Cap Value Fund (TRMCX) and MFS Mid Cap Value Fund (MVCAX) have volatilities of 4.69% and 4.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.