MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
NQVRX
Price
$59.40
Change
+$0.60 (+1.02%)
Updated
Jul 3 closing price
Net Assets
538.85M
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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$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
Nuveen Multi Cap Value I
Price$59.40
Change+$0.60 (+1.02%)
VolumeN/A
Net Assets538.85M
MVCAX vs NQVRX Comparison Chart in %
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MVCAX vs. NQVRX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. NQVRX (539M). NQVRX pays higher dividends than MVCAX: NQVRX (1.46) vs MVCAX (0.87). 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 : 16.76 vs. MVCAX (1.09). NQVRX return over 5 years is better than : 136.95 vs. MVCAX (60.39).
MVCAXNQVRXMVCAX / NQVRX
Total Expense Ratio0.990.91109%
Annual Report Gross Expense Ratio1.000.92109%
Fund Existence24 years28 years-
Gain YTD2.9347.90237%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B539M3,210%
Annual Yield % from dividends0.871.4660%
Returns for 1 year1.0916.767%
Returns for 3 years18.7061.6230%
Returns for 5 years60.39136.9544%
Returns for 10 years64.61155.0242%
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