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NQVAX vs VMVIX
NQVAX vs VMVIX Comparison
Open Charts NQVAX vs VMVIX
Nuveen Multi Cap Value A
Price$53.06
Change-$1.21 (-2.23%)
VolumeN/A
Net Assets460.67M
Vanguard Mid-Cap Value Index Investor
Price$63.29
Change-$0.71 (-1.11%)
VolumeN/A
Net Assets30.85B
NQVAX vs VMVIX Comparison Chart
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NQVAX vs. VMVIX commentary
Mar 11, 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 NQVAX is a Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.8B vs. NQVAX (461M). VMVIX pays higher dividends than NQVAX: VMVIX (1.94) vs NQVAX (1.25). NQVAX was incepted earlier than VMVIX: NQVAX (22 years) vs VMVIX (19 years). NQVAX (1.17) is less costly to investors than VMVIX (0.19). NQVAX is a more actively managed with annual turnover of: 24.00 vs. VMVIX (22.00). NQVAX has a lower initial minimum investment than VMVIX: NQVAX (2500) vs VMVIX (3000). NQVAX annual gain was more profitable for investors over the last year : 14.31 vs. VMVIX (7.41). NQVAX return over 5 years is better than : 105.25 vs. VMVIX (57.97).
| NQVAX | VMVIX | NQVAX / VMVIX | |
| Total Expense Ratio | 1.16 | 0.19 | 611% |
| Annual Report Gross Expense Ratio | 1.17 | 0.19 | 616% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | -0.331 | 0.487 | -68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 461M | 30.8B | 1% |
| Annual Yield % from dividends | 1.25 | 1.94 | 64% |
| Returns for 1 year | 14.31 | 7.41 | 193% |
| Returns for 3 years | 36.69 | 16.37 | 224% |
| Returns for 5 years | 105.25 | 57.97 | 182% |
| Returns for 10 years | 137.50 | 85.14 | 162% |
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