NMAVX vs. MVEIX
Compare and contrast key facts about Nuance Mid Cap Value Fund (NMAVX) and Monteagle Select Value Fund (MVEIX).
NMAVX is managed by Nuance Investments. It was launched on Dec 31, 2013. MVEIX is managed by Monteagle Funds. It was launched on Mar 30, 1998.
Performance
NMAVX vs. MVEIX - Performance Comparison
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NMAVX vs. MVEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NMAVX Nuance Mid Cap Value Fund | 2.01% | 1.91% | 5.20% | 6.44% | -5.26% | 11.10% | 4.41% | 30.71% | -5.44% | 14.81% |
MVEIX Monteagle Select Value Fund | 0.87% | 14.79% | 7.97% | 6.60% | -11.14% | 40.11% | 4.89% | 28.29% | -16.96% | 11.14% |
Returns By Period
In the year-to-date period, NMAVX achieves a 2.01% return, which is significantly higher than MVEIX's 0.87% return. Over the past 10 years, NMAVX has underperformed MVEIX with an annualized return of 7.67%, while MVEIX has yielded a comparatively higher 9.11% annualized return.
NMAVX
- 1D
- 0.95%
- 1M
- -7.03%
- YTD
- 2.01%
- 6M
- 4.85%
- 1Y
- 10.22%
- 3Y*
- 4.10%
- 5Y*
- 3.00%
- 10Y*
- 7.67%
MVEIX
- 1D
- 1.76%
- 1M
- -5.64%
- YTD
- 0.87%
- 6M
- 2.89%
- 1Y
- 16.19%
- 3Y*
- 10.57%
- 5Y*
- 6.13%
- 10Y*
- 9.11%
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NMAVX vs. MVEIX - Expense Ratio Comparison
NMAVX has a 1.22% expense ratio, which is lower than MVEIX's 1.45% expense ratio.
Return for Risk
NMAVX vs. MVEIX — Risk / Return Rank
NMAVX
MVEIX
NMAVX vs. MVEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuance Mid Cap Value Fund (NMAVX) and Monteagle Select Value Fund (MVEIX). 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.
| NMAVX | MVEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.93 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.44 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 1.42 | -0.33 |
Martin ratioReturn relative to average drawdown | 3.40 | 5.60 | -2.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NMAVX | MVEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.93 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.00 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.01 | +0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.01 | +0.50 |
Correlation
The correlation between NMAVX and MVEIX is 0.81, 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.
Dividends
NMAVX vs. MVEIX - Dividend Comparison
NMAVX's dividend yield for the trailing twelve months is around 0.98%, less than MVEIX's 4.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMAVX Nuance Mid Cap Value Fund | 0.98% | 1.00% | 7.55% | 1.78% | 9.05% | 11.98% | 0.61% | 5.91% | 7.16% | 7.05% | 1.83% | 4.24% |
MVEIX Monteagle Select Value Fund | 4.57% | 4.83% | 7.76% | 0.53% | 4.32% | 14.24% | 36.67% | 3.44% | 12.07% | 5.70% | 2.71% | 40.45% |
Drawdowns
NMAVX vs. MVEIX - Drawdown Comparison
The maximum NMAVX drawdown since its inception was -30.93%, smaller than the maximum MVEIX drawdown of -97.43%. Use the drawdown chart below to compare losses from any high point for NMAVX and MVEIX.
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Drawdown Indicators
| NMAVX | MVEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.93% | -97.43% | +66.50% |
Max Drawdown (1Y)Largest decline over 1 year | -9.80% | -11.84% | +2.04% |
Max Drawdown (5Y)Largest decline over 5 years | -18.40% | -97.43% | +79.03% |
Max Drawdown (10Y)Largest decline over 10 years | -30.93% | -97.43% | +66.50% |
Current DrawdownCurrent decline from peak | -7.84% | -96.64% | +88.80% |
Average DrawdownAverage peak-to-trough decline | -3.77% | -14.80% | +11.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 3.01% | +0.14% |
Volatility
NMAVX vs. MVEIX - Volatility Comparison
Nuance Mid Cap Value Fund (NMAVX) and Monteagle Select Value Fund (MVEIX) have volatilities of 3.80% and 3.77%, 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.
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Volatility by Period
| NMAVX | MVEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.80% | 3.77% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 7.63% | 9.30% | -1.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.28% | 17.49% | -3.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.21% | 1,967.04% | -1,953.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.05% | 1,391.05% | -1,376.00% |