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FMVQX vs VMVAX
FMVQX vs VMVAX Comparison
Open Charts FMVQX vs VMVAX
Nuveen Mid Cap Value 1 R6
Price$57.20
Change+$0.27 (+0.47%)
VolumeN/A
Net Assets445.49M
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
FMVQX vs VMVAX Comparison Chart
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FMVQX vs. VMVAX commentary
Jan 19, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. FMVQX (445M). 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 : 17.93 vs. FMVQX (13.62). FMVQX (38.71) and VMVAX (38.32) 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 | 4.380 | 2.745 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 445M | 30.1B | 1% |
| Annual Yield % from dividends | 1.23 | 2.14 | 57% |
| Returns for 1 year | 13.62 | 17.93 | 76% |
| Returns for 3 years | 6.84 | 11.64 | 59% |
| Returns for 5 years | 38.71 | 38.32 | 101% |
| Returns for 10 years | N/A | 93.65 | - |
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