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FMVQX vs VMVIX
FMVQX vs VMVIX Comparison
Open Charts FMVQX vs VMVIX
Nuveen Mid Cap Value 1 R6
Price$57.38
Change+$0.49 (+0.86%)
VolumeN/A
Net Assets441.61M
Vanguard Mid-Cap Value Index Investor
Price$65.77
Change+$0.67 (+1.03%)
VolumeN/A
Net Assets30.1B
FMVQX vs VMVIX Comparison Chart
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FMVQX vs. VMVIX commentary
Jan 31, 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. FMVQX (442M). 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). VMVIX annual gain was more profitable for investors over the last year : 16.12 vs. FMVQX (13.29). FMVQX (43.80) and VMVIX (42.58) 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 | 7 years | 18 years | - |
| Gain YTD | 4.708 | 2.214 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 442M | 30.1B | 1% |
| Annual Yield % from dividends | 1.23 | 2.03 | 60% |
| Returns for 1 year | 13.29 | 16.12 | 82% |
| Returns for 3 years | 10.89 | 13.78 | 79% |
| Returns for 5 years | 43.80 | 42.58 | 103% |
| Returns for 10 years | N/A | 90.76 | - |
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