MVCAX
Price
$28.58
Change
-$1.68 (-5.55%)
Updated
Apr 3 closing price
Net Assets
16.94B
NQVAX
Price
$51.84
Change
-$3.03 (-5.52%)
Updated
Apr 3 closing price
Net Assets
463.46M
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MVCAX vs NQVAX

Header iconMVCAX vs NQVAX Comparison
Open Charts MVCAX vs NQVAXBanner chart's image
MFS Mid Cap Value A
Price$28.58
Change-$1.68 (-5.55%)
VolumeN/A
Net Assets16.94B
Nuveen Multi Cap Value A
Price$51.84
Change-$3.03 (-5.52%)
VolumeN/A
Net Assets463.46M
MVCAX vs NQVAX Comparison Chart
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MVCAX vs. NQVAX commentary
Apr 04, 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 MVCAX is a StrongBuy and NQVAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. NQVAX (463M). NQVAX pays higher dividends than MVCAX: NQVAX (1.30) vs MVCAX (0.90). MVCAX was incepted earlier than NQVAX: MVCAX (24 years) vs NQVAX (22 years). NQVAX (1.17) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. NQVAX (24.00). MVCAX (6%) and NQVAX (6%) have equivalent initial investment costs. MVCAX has a lower initial minimum investment than NQVAX: MVCAX (1000) vs NQVAX (2500). NQVAX annual gain was more profitable for investors over the last year : 11.54 vs. MVCAX (-4.59). NQVAX return over 5 years is better than : 172.85 vs. MVCAX (96.65).
MVCAXNQVAXMVCAX / NQVAX
Total Expense Ratio0.991.1685%
Annual Report Gross Expense Ratio1.001.1785%
Fund Existence24 years22 years-
Gain YTD-1.3690.771-177%
Front Load6%6%100%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B463M3,650%
Annual Yield % from dividends0.901.3069%
Returns for 1 year-4.5911.54-40%
Returns for 3 years0.7330.022%
Returns for 5 years96.65172.8556%
Returns for 10 years55.23131.9542%
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