MVCAX
Price
$32.32
Change
-$0.05 (-0.15%)
Updated
Sep 8 closing price
Net Assets
17.28B
NQVRX
Price
$60.93
Change
-$0.05 (-0.08%)
Updated
Sep 8 closing price
Net Assets
642.15M
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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$32.32
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets17.28B
Nuveen Multi Cap Value I
Price$60.93
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets642.15M
MVCAX vs NQVRX Comparison Chart in %
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MVCAX vs. NQVRX commentary
Sep 09, 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: 17.3B vs. NQVRX (642M). NQVRX pays higher dividends than MVCAX: NQVRX (1.37) vs MVCAX (0.84). MVCAX was incepted earlier than NQVRX: MVCAX (24 years) vs NQVRX (28 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 : 16.31 vs. MVCAX (-2.57). NQVRX return over 5 years is better than : 128.79 vs. MVCAX (52.00).
MVCAXNQVRXMVCAX / NQVRX
Total Expense Ratio0.990.91109%
Annual Report Gross Expense Ratio1.000.92109%
Fund Existence24 years28 years-
Gain YTD5.50810.77251%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B642M2,695%
Annual Yield % from dividends0.841.3761%
Returns for 1 year-2.5716.31-16%
Returns for 3 years18.3661.2530%
Returns for 5 years52.00128.7940%
Returns for 10 years75.57181.4042%
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