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FMVQX vs VMVAX
FMVQX vs VMVAX Comparison
Open Charts FMVQX vs VMVAX
Nuveen Mid Cap Value 1 R6
Price$55.80
Change-$1.03 (-1.81%)
VolumeN/A
Net Assets426.8M
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
FMVQX vs VMVAX Comparison Chart
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FMVQX vs. VMVAX commentary
Feb 23, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. FMVQX (427M). VMVAX pays higher dividends than FMVQX: VMVAX (2.14) vs FMVQX (1.23). FMVQX was incepted earlier than VMVAX: FMVQX (7 years) vs VMVAX (13 years). FMVQX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (22.00). VMVAX has a lower initial minimum investment than FMVQX: VMVAX (3000) vs FMVQX (1000000). VMVAX annual gain was more profitable for investors over the last year : 12.44 vs. FMVQX (6.96). VMVAX (38.46) and FMVQX (37.79) have equivalent 5 years return.
| FMVQX | VMVAX | FMVQX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 1.825 | 1.921 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 30.9B | 1% |
| Annual Yield % from dividends | 1.23 | 2.14 | 57% |
| Returns for 1 year | 6.96 | 12.44 | 56% |
| Returns for 3 years | 7.94 | 15.34 | 52% |
| Returns for 5 years | 37.79 | 38.46 | 98% |
| Returns for 10 years | N/A | 81.26 | - |
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