Interact to see
Advertisement
Advertisement
MVCAX vs PQNAX
MVCAX vs PQNAX Comparison
Open Charts MVCAX vs PQNAX
Virtus NFJ Mid-Cap Value A
Price$25.17
Change+$0.21 (+0.84%)
VolumeN/A
Net Assets580.56M
MVCAX vs PQNAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. PQNAX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. PQNAX (581M). PQNAX pays higher dividends than MVCAX: PQNAX (1.86) vs MVCAX (0.89). 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 : 2.71 vs. MVCAX (-5.05). MVCAX return over 5 years is better than : 40.08 vs. PQNAX (-2.73).
| MVCAX | PQNAX | MVCAX / PQNAX | |
| Total Expense Ratio | 0.99 | 1.00 | 99% |
| Annual Report Gross Expense Ratio | 1.00 | 1.12 | 89% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | -2.151 | -1.771 | 121% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 581M | 2,874% |
| Annual Yield % from dividends | 0.89 | 1.86 | 48% |
| Returns for 1 year | -5.05 | 2.71 | -186% |
| Returns for 3 years | 0.85 | -18.73 | -5% |
| Returns for 5 years | 40.08 | -2.73 | -1,470% |
| Returns for 10 years | 55.19 | 4.85 | 1,137% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RXL | 40.42 | 0.77 | +1.95% |
| ProShares Ultra Health Care | |||
| RZV | 100.11 | 1.21 | +1.23% |
| Invesco S&P SmallCap 600® Pure Value ETF | |||
| IHDG | 45.69 | 0.38 | +0.84% |
| WisdomTree Intl Hdgd Qual Div Gr ETF | |||
| SIMS | 34.01 | N/A | N/A |
| SPDR® S&P Kensho Intelligent Strctr ETF | |||
| VKQ | 9.14 | -0.06 | -0.65% |
| Invesco Municipal Trust | |||