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FASEX vs MVCAX
FASEX vs MVCAX Comparison
Open Charts FASEX vs MVCAX
Nuveen Mid Cap Value Opportunities A
Price$58.18
Change-$0.08 (-0.14%)
VolumeN/A
Net Assets375.79M
FASEX vs MVCAX Comparison Chart in %
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FASEX vs. MVCAX commentary
Sep 18, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. FASEX (376M). FASEX (0.87) and MVCAX (0.84) 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 : 2.58 vs. MVCAX (-5.36). FASEX return over 5 years is better than : 68.13 vs. MVCAX (52.29).
| 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 | 7.273 | 4.563 | 159% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 17.1B | 2% |
| Annual Yield % from dividends | 0.87 | 0.84 | 103% |
| Returns for 1 year | 2.58 | -5.36 | -48% |
| Returns for 3 years | 20.76 | 17.55 | 118% |
| Returns for 5 years | 68.13 | 52.29 | 130% |
| Returns for 10 years | 82.11 | 75.96 | 108% |
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