Ad is loading...
FMVQX vs VMVIX
FMVQX vs VMVIX Comparison
Open Charts FMVQX vs VMVIX
Nuveen Mid Cap Value 1 R6
Price$54.87
Change-$2.01 (-3.53%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$63.51
Change-$1.88 (-2.88%)
VolumeN/A
CapitalizationN/A
FMVQX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMVQX vs. VMVIX 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 VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. FMVQX (443M). VMVIX pays higher dividends than FMVQX: VMVIX (2.03) vs FMVQX (1.23). FMVQX was incepted earlier than VMVIX: FMVQX (7 years) vs VMVIX (18 years). FMVQX is a more actively managed with annual turnover of: 28.00 vs. VMVIX (22.00). VMVIX has a lower initial minimum investment than FMVQX: VMVIX (3000) vs FMVQX (1000000). FMVQX (11.58) and VMVIX (11.14) have marching annual gain over last year. FMVQX return over 5 years is better than : 41.83 vs. VMVIX (36.10).
| FMVQX | VMVIX | FMVQX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 18 years | - |
| Gain YTD | 10.717 | 11.487 | 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 | 2.03 | 60% |
| Returns for 1 year | 11.58 | 11.14 | 104% |
| Returns for 3 years | 11.21 | 11.16 | 100% |
| Returns for 5 years | 41.83 | 36.10 | 116% |
| Returns for 10 years | N/A | 83.66 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MSPRX | 22.26 | 0.14 | +0.63% |
| Morgan Stanley Inst Advantage C | |||
| MDOEX | 10.58 | 0.05 | +0.47% |
| Morgan Stanley Developing Opportunity I | |||
| FTMCX | 24.61 | N/A | N/A |
| First Trust Multi-Strategy Cl C | |||
| VMVLX | 252.99 | -1.38 | -0.54% |
| Vanguard Mega Cap Value Index Instl | |||
| KTCSX | 42.27 | -0.31 | -0.73% |
| DWS Science and Technology S | |||