MVCAX
Price
$31.01
Change
+$0.12 (+0.39%)
Updated
Jul 16 closing price
Net Assets
16.82B
PQNAX
Price
$25.99
Change
+$0.08 (+0.31%)
Updated
Jul 16 closing price
Net Assets
592.11M
Interact to see
Advertisement

MVCAX vs PQNAX

Header iconMVCAX vs PQNAX Comparison
Open Charts MVCAX vs PQNAXBanner chart's image
MFS Mid Cap Value A
Price$31.01
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets16.82B
Virtus NFJ Mid-Cap Value A
Price$25.99
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets592.11M
MVCAX vs PQNAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
MVCAX vs. PQNAX commentary
Jul 18, 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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. PQNAX (592M). PQNAX pays higher dividends than MVCAX: PQNAX (1.81) vs MVCAX (0.87). MVCAX was incepted earlier than PQNAX: MVCAX (24 years) vs PQNAX (34 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 : 1.53 vs. MVCAX (-6.18). MVCAX return over 5 years is better than : 50.84 vs. PQNAX (3.91).
MVCAXPQNAXMVCAX / PQNAX
Total Expense Ratio0.991.0099%
Annual Report Gross Expense Ratio1.001.1289%
Fund Existence24 years34 years-
Gain YTD0.6841.96835%
Front Load6%6%105%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets16.8B592M2,838%
Annual Yield % from dividends0.871.8148%
Returns for 1 year-6.181.53-403%
Returns for 3 years17.27-9.51-182%
Returns for 5 years50.843.911,302%
Returns for 10 years60.158.26728%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
CEPI41.350.34
+0.84%
Rex Crypto Equity Premium Income ETF
DFE69.930.25
+0.37%
WisdomTree Europe SmallCap Dividend ETF
AFSM29.980.11
+0.35%
First Trust Active Factor Small Cap ETF
XLG52.880.18
+0.34%
Invesco S&P 500® Top 50 ETF
JSCP47.120.10
+0.21%
JPMorgan Short Duration Core Plus ETF