MVCAX vs. FASEX
Compare and contrast key facts about MFS Mid Cap Value Fund (MVCAX) and Nuveen Mid Cap Value Fund (FASEX).
MVCAX is managed by MFS. It was launched on Aug 31, 2001. FASEX is managed by Nuveen. It was launched on Dec 22, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MVCAX or FASEX.
Correlation
The correlation between MVCAX and FASEX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MVCAX vs. FASEX - Performance Comparison
Key characteristics
MVCAX:
-0.32
FASEX:
-0.18
MVCAX:
-0.29
FASEX:
-0.12
MVCAX:
0.96
FASEX:
0.98
MVCAX:
-0.24
FASEX:
-0.15
MVCAX:
-0.63
FASEX:
-0.46
MVCAX:
10.37%
FASEX:
8.10%
MVCAX:
20.58%
FASEX:
20.18%
MVCAX:
-59.10%
FASEX:
-58.65%
MVCAX:
-21.18%
FASEX:
-17.68%
Returns By Period
The year-to-date returns for both stocks are quite close, with MVCAX having a -6.78% return and FASEX slightly lower at -6.90%. Both investments have delivered pretty close results over the past 10 years, with MVCAX having a 4.18% annualized return and FASEX not far behind at 4.10%.
MVCAX
-6.78%
-5.33%
-17.44%
-7.60%
10.40%
4.18%
FASEX
-6.90%
-5.74%
-12.22%
-4.82%
11.19%
4.10%
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MVCAX vs. FASEX - Expense Ratio Comparison
MVCAX has a 1.02% expense ratio, which is lower than FASEX's 1.16% expense ratio.
Risk-Adjusted Performance
MVCAX vs. FASEX — Risk-Adjusted Performance Rank
MVCAX
FASEX
MVCAX vs. FASEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Value Fund (MVCAX) and Nuveen Mid Cap Value Fund (FASEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
MVCAX vs. FASEX - Dividend Comparison
MVCAX's dividend yield for the trailing twelve months is around 1.03%, which matches FASEX's 1.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVCAX MFS Mid Cap Value Fund | 1.03% | 0.96% | 1.28% | 1.40% | 0.92% | 0.80% | 0.91% | 0.96% | 0.42% | 1.12% | 0.31% | 7.08% |
FASEX Nuveen Mid Cap Value Fund | 1.03% | 0.96% | 0.96% | 1.13% | 0.63% | 1.05% | 0.89% | 0.26% | 0.63% | 0.86% | 0.28% | 0.84% |
Drawdowns
MVCAX vs. FASEX - Drawdown Comparison
The maximum MVCAX drawdown since its inception was -59.10%, roughly equal to the maximum FASEX drawdown of -58.65%. Use the drawdown chart below to compare losses from any high point for MVCAX and FASEX. For additional features, visit the drawdowns tool.
Volatility
MVCAX vs. FASEX - Volatility Comparison
MFS Mid Cap Value Fund (MVCAX) and Nuveen Mid Cap Value Fund (FASEX) have volatilities of 13.13% and 13.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.