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FMVQX vs VMVIX
FMVQX vs VMVIX Comparison
Open Charts FMVQX vs VMVIX
Nuveen Mid Cap Value 1 R6
Price$55.99
Change-$0.80 (-1.41%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$62.94
Change-$0.61 (-0.96%)
VolumeN/A
CapitalizationN/A
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FMVQX vs VMVIX Comparison Chart
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FMVQX vs. VMVIX commentary
Sep 08, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.5B vs. FMVQX (444M). VMVIX pays higher dividends than FMVQX: VMVIX (2.03) vs FMVQX (1.23). FMVQX was incepted earlier than VMVIX: FMVQX (6 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). VMVIX annual gain was more profitable for investors over the last year : 18.78 vs. FMVQX (13.83). FMVQX (48.82) and VMVIX (46.86) have equivalent 5 years return.
| FMVQX | VMVIX | FMVQX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | 8.877 | 11.514 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 30.5B | 1% |
| Annual Yield % from dividends | 1.23 | 2.03 | 60% |
| Returns for 1 year | 13.83 | 18.78 | 74% |
| Returns for 3 years | 4.42 | 11.54 | 38% |
| Returns for 5 years | 48.82 | 46.86 | 104% |
| Returns for 10 years | N/A | 89.82 | - |
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