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FMVQX vs VMVAX
FMVQX vs VMVAX Comparison
Open Charts FMVQX vs VMVAX
Nuveen Mid Cap Value 1 R6
Price$54.87
Change-$2.01 (-3.53%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
FMVQX vs VMVAX Comparison Chart
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FMVQX vs. VMVAX commentary
Dec 19, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. FMVQX (443M). 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). FMVQX (11.58) and VMVAX (11.15) have marching annual gain over last year. FMVQX return over 5 years is better than : 41.83 vs. VMVAX (36.17).
| 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 | 10.717 | 11.523 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 443M | 32.8B | 1% |
| Annual Yield % from dividends | 1.23 | 2.14 | 57% |
| Returns for 1 year | 11.58 | 11.15 | 104% |
| Returns for 3 years | 11.21 | 11.18 | 100% |
| Returns for 5 years | 41.83 | 36.17 | 116% |
| Returns for 10 years | N/A | 83.84 | - |
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