MVCAX
Price
$27.72
Change
+$0.25 (+0.91%)
Updated
Apr 17 closing price
Net Assets
15.41B
NQVRX
Price
$50.87
Change
+$0.11 (+0.22%)
Updated
Apr 17 closing price
Net Assets
428.07M
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MVCAX vs NQVRX

Header iconMVCAX vs NQVRX Comparison
Open Charts MVCAX vs NQVRXBanner chart's image
MFS Mid Cap Value A
Price$27.72
Change+$0.25 (+0.91%)
VolumeN/A
Net Assets15.41B
Nuveen Multi Cap Value I
Price$50.87
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets428.07M
MVCAX vs NQVRX Comparison Chart
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MVCAX vs. NQVRX commentary
Apr 18, 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 Buy and NQVRX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.4B vs. NQVRX (428M). NQVRX pays higher dividends than MVCAX: NQVRX (1.54) vs MVCAX (0.90). MVCAX was incepted earlier than NQVRX: MVCAX (24 years) vs NQVRX (27 years). MVCAX (1.00) is less costly to investors than NQVRX (0.92). MVCAX is a more actively managed with annual turnover of: 27.00 vs. NQVRX (24.00). MVCAX has a lower initial minimum investment than NQVRX: MVCAX (1000) vs NQVRX (100000). NQVRX annual gain was more profitable for investors over the last year : 7.12 vs. MVCAX (-8.14). NQVRX return over 5 years is better than : 117.07 vs. MVCAX (54.79).
MVCAXNQVRXMVCAX / NQVRX
Total Expense Ratio0.990.91109%
Annual Report Gross Expense Ratio1.000.92109%
Fund Existence24 years27 years-
Gain YTD-9.648-7.793124%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets15.4B428M3,598%
Annual Yield % from dividends0.901.5459%
Returns for 1 year-8.147.12-114%
Returns for 3 years-6.9421.56-32%
Returns for 5 years54.79117.0747%
Returns for 10 years42.27112.1038%
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