FMVQX
Price
$53.27
Change
-$1.29 (-2.36%)
Updated
May 21 closing price
Net Assets
393M
MVCAX
Price
$29.78
Change
-$0.72 (-2.36%)
Updated
May 21 closing price
Net Assets
17B
Interact to see
Advertisement

FMVQX vs MVCAX

Header iconFMVQX vs MVCAX Comparison
Open Charts FMVQX vs MVCAXBanner chart's image
Nuveen Mid Cap Value 1 R6
Price$53.27
Change-$1.29 (-2.36%)
VolumeN/A
Net Assets393M
MFS Mid Cap Value A
Price$29.78
Change-$0.72 (-2.36%)
VolumeN/A
Net Assets17B
FMVQX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
FMVQX vs. MVCAX commentary
May 22, 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 FMVQX is a Buy and MVCAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. FMVQX (393M). FMVQX pays higher dividends than MVCAX: FMVQX (1.39) vs MVCAX (0.93). FMVQX was incepted earlier than MVCAX: FMVQX (7 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FMVQX (0.84). MVCAX is a more actively managed with annual turnover of: 27.00 vs. FMVQX (20.00). MVCAX has a lower initial minimum investment than FMVQX: MVCAX (1000) vs FMVQX (1000000). FMVQX annual gain was more profitable for investors over the last year : -1.36 vs. MVCAX (-7.69). FMVQX return over 5 years is better than : 78.17 vs. MVCAX (59.35).
FMVQXMVCAXFMVQX / MVCAX
Total Expense Ratio0.750.9976%
Annual Report Gross Expense Ratio0.841.0084%
Fund Existence7 years24 years-
Gain YTD-0.438-2.93415%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets393M17B2%
Annual Yield % from dividends1.390.93149%
Returns for 1 year-1.36-7.6918%
Returns for 3 years11.237.58148%
Returns for 5 years78.1759.35132%
Returns for 10 yearsN/A51.03-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JEPIX13.94N/A
N/A
JPMorgan Equity Premium Income I
TVLAX11.74N/A
N/A
Touchstone Value A
WGGSX13.26-0.21
-1.56%
Wasatch Global Select Institutional
MSXMX62.12-1.01
-1.60%
NYLI S&P 500 Index SIMPLE Class
ADNYX15.24-0.50
-3.18%
American Beacon ARK Transfmt Innov Y