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.
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.
Performance
MVCAX vs. FASEX - Performance Comparison
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Key characteristics
MVCAX:
0.22
FASEX:
0.14
MVCAX:
0.41
FASEX:
0.25
MVCAX:
1.05
FASEX:
1.03
MVCAX:
0.17
FASEX:
0.07
MVCAX:
0.53
FASEX:
0.22
MVCAX:
6.84%
FASEX:
7.15%
MVCAX:
18.71%
FASEX:
20.06%
MVCAX:
-59.47%
FASEX:
-55.57%
MVCAX:
-9.38%
FASEX:
-9.91%
Returns By Period
The year-to-date returns for both stocks are quite close, with MVCAX having a -2.12% return and FASEX slightly lower at -2.14%. Both investments have delivered pretty close results over the past 10 years, with MVCAX having a 8.02% annualized return and FASEX not far behind at 7.96%.
MVCAX
-2.12%
4.71%
-9.28%
4.08%
6.18%
13.46%
8.02%
FASEX
-2.14%
4.03%
-9.69%
2.77%
4.43%
13.94%
7.96%
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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.
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Dividends
MVCAX vs. FASEX - Dividend Comparison
MVCAX's dividend yield for the trailing twelve months is around 11.22%, more than FASEX's 5.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVCAX MFS Mid Cap Value Fund | 11.22% | 10.98% | 2.73% | 5.22% | 5.70% | 0.80% | 2.04% | 6.36% | 3.36% | 1.18% | 4.59% | 6.61% |
FASEX Nuveen Mid Cap Value Fund | 5.41% | 5.30% | 3.12% | 6.32% | 5.24% | 1.05% | 0.89% | 4.48% | 7.93% | 3.67% | 3.49% | 0.84% |
Drawdowns
MVCAX vs. FASEX - Drawdown Comparison
The maximum MVCAX drawdown since its inception was -59.47%, which is greater than FASEX's maximum drawdown of -55.57%. Use the drawdown chart below to compare losses from any high point for MVCAX and FASEX.
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Volatility
MVCAX vs. FASEX - Volatility Comparison
MFS Mid Cap Value Fund (MVCAX) has a higher volatility of 5.33% compared to Nuveen Mid Cap Value Fund (FASEX) at 5.07%. This indicates that MVCAX's price experiences larger fluctuations and is considered to be riskier than FASEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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