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FASEX vs MVCAX
FASEX vs MVCAX Comparison
Open Charts FASEX vs MVCAX
Nuveen Mid Cap Value 1 A
Price$53.09
Change+$0.71 (+1.36%)
VolumeN/A
Net Assets389.5M
FASEX vs MVCAX Comparison Chart
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FASEX vs. MVCAX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. FASEX (390M). FASEX pays higher dividends than MVCAX: FASEX (0.96) vs MVCAX (0.90). FASEX was incepted earlier than MVCAX: FASEX (37 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 : -3.80 vs. MVCAX (-4.35). FASEX return over 5 years is better than : 103.57 vs. MVCAX (96.65).
| FASEX | MVCAX | FASEX / MVCAX | |
| Total Expense Ratio | 1.13 | 0.99 | 114% |
| Annual Report Gross Expense Ratio | 1.22 | 1.00 | 122% |
| Fund Existence | 37 years | 24 years | - |
| Gain YTD | -3.554 | -1.369 | 260% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 16.8B | 2% |
| Annual Yield % from dividends | 0.96 | 0.90 | 106% |
| Returns for 1 year | -3.80 | -4.35 | 87% |
| Returns for 3 years | -2.51 | 0.31 | -816% |
| Returns for 5 years | 103.57 | 96.65 | 107% |
| Returns for 10 years | 51.91 | 56.43 | 92% |
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