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FASEX vs MVCAX
FASEX vs MVCAX Comparison
Open Charts FASEX vs MVCAX
Nuveen Mid Cap Value Opportunities A
Price$56.36
Change+$0.47 (+0.84%)
VolumeN/A
Net Assets392.72M
FASEX vs MVCAX Comparison Chart in %
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FASEX vs. MVCAX commentary
Jul 19, 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 FASEX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. FASEX (393M). FASEX (0.91) and MVCAX (0.87) have matching dividends . FASEX was incepted earlier than MVCAX: FASEX (38 years) vs MVCAX (24 years). FASEX (1.22) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. FASEX (20.00). FASEX (6%) and MVCAX (6%) have equivalent initial investment costs. MVCAX has a lower initial minimum investment than FASEX: MVCAX (1000) vs FASEX (2500). FASEX annual gain was more profitable for investors over the last year : -0.40 vs. MVCAX (-5.36). FASEX return over 5 years is better than : 65.90 vs. MVCAX (51.43).
| FASEX | MVCAX | FASEX / MVCAX | |
| Total Expense Ratio | 1.13 | 0.99 | 114% |
| Annual Report Gross Expense Ratio | 1.22 | 1.00 | 122% |
| Fund Existence | 38 years | 24 years | - |
| Gain YTD | 2.909 | 1.076 | 270% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 16.9B | 2% |
| Annual Yield % from dividends | 0.91 | 0.87 | 104% |
| Returns for 1 year | -0.40 | -5.36 | 7% |
| Returns for 3 years | 19.26 | 17.95 | 107% |
| Returns for 5 years | 65.90 | 51.43 | 128% |
| Returns for 10 years | 62.81 | 61.16 | 103% |
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