MVCAX
Price
$28.58
Change
-$1.68 (-5.55%)
Updated
Apr 3 closing price
Net Assets
16.94B
PQNAX
Price
$24.25
Change
-$1.29 (-5.05%)
Updated
Apr 3 closing price
Net Assets
616.85M
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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$28.58
Change-$1.68 (-5.55%)
VolumeN/A
Net Assets16.94B
Virtus NFJ Mid-Cap Value A
Price$24.25
Change-$1.29 (-5.05%)
VolumeN/A
Net Assets616.85M
MVCAX vs PQNAX Comparison Chart
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MVCAX vs. PQNAX commentary
Apr 04, 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 StrongBuy and PQNAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. PQNAX (617M). PQNAX pays higher dividends than MVCAX: PQNAX (1.82) vs MVCAX (0.90). 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 : 3.39 vs. MVCAX (-4.59). MVCAX return over 5 years is better than : 96.65 vs. PQNAX (31.18).
MVCAXPQNAXMVCAX / PQNAX
Total Expense Ratio0.991.0099%
Annual Report Gross Expense Ratio1.001.1289%
Fund Existence24 years34 years-
Gain YTD-1.3690.512-268%
Front Load6%6%105%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B617M2,739%
Annual Yield % from dividends0.901.8249%
Returns for 1 year-4.593.39-135%
Returns for 3 years0.73-19.59-4%
Returns for 5 years96.6531.18310%
Returns for 10 years55.237.12775%
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