MVCAX
Price
$32.23
Change
-$0.18 (-0.56%)
Updated
Oct 7 closing price
Net Assets
17.22B
PQNAX
Price
$26.52
Change
-$0.29 (-1.08%)
Updated
Oct 7 closing price
Net Assets
571.3M
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MVCAX vs PQNAX

Header iconMVCAX vs PQNAX Comparison
Open Charts MVCAX vs PQNAXBanner chart's image
MFS Mid Cap Value A
Price$32.23
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets17.22B
Virtus NFJ Mid-Cap Value A
Price$26.52
Change-$0.29 (-1.08%)
VolumeN/A
Net Assets571.3M
MVCAX vs PQNAX Comparison Chart in %
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MVCAX vs. PQNAX commentary
Oct 08, 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 PQNAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. PQNAX (571M). PQNAX pays higher dividends than MVCAX: PQNAX (1.74) vs MVCAX (0.84). MVCAX was incepted earlier than PQNAX: MVCAX (24 years) vs PQNAX (35 years). PQNAX (1.12) is less costly to investors than MVCAX (1.00). PQNAX is a more actively managed with annual turnover of: 76.00 vs. MVCAX (27.00). MVCAX (6%) and PQNAX (6%) have equivalent initial investment costs. MVCAX has a lower initial minimum investment than PQNAX: MVCAX (1000) vs PQNAX (2500). PQNAX annual gain was more profitable for investors over the last year : 2.26 vs. MVCAX (-4.78). MVCAX return over 5 years is better than : 47.20 vs. PQNAX (0.72).
MVCAXPQNAXMVCAX / PQNAX
Total Expense Ratio0.991.0099%
Annual Report Gross Expense Ratio1.001.1289%
Fund Existence24 years35 years-
Gain YTD5.6395.510102%
Front Load6%6%105%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets17.2B571M3,012%
Annual Yield % from dividends0.841.7448%
Returns for 1 year-4.782.26-211%
Returns for 3 years24.993.07814%
Returns for 5 years47.200.726,523%
Returns for 10 years74.8116.68449%
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