MVCAX
Price
$31.78
Change
+$0.15 (+0.47%)
Updated
Oct 17 closing price
Net Assets
16.89B
PQNAX
Price
$25.94
Change
+$0.06 (+0.23%)
Updated
Oct 17 closing price
Net Assets
549.97M
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$31.78
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets16.89B
Virtus NFJ Mid-Cap Value A
Price$25.94
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets549.97M
MVCAX vs PQNAX Comparison Chart in %
View a ticker or compare two or three
VS
MVCAX vs. PQNAX commentary
Oct 21, 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 Hold and PQNAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. PQNAX (550M). 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: 57.00 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 : -2.80 vs. MVCAX (-9.14). MVCAX return over 5 years is better than : 44.40 vs. PQNAX (-2.79).
MVCAXPQNAXMVCAX / PQNAX
Total Expense Ratio0.991.0099%
Annual Report Gross Expense Ratio1.001.1289%
Fund Existence24 years35 years-
Gain YTD3.5852.086172%
Front Load6%6%105%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B550M3,073%
Annual Yield % from dividends0.841.7448%
Returns for 1 year-9.14-2.80326%
Returns for 3 years20.07-1.11-1,812%
Returns for 5 years44.40-2.79-1,594%
Returns for 10 years70.9813.53525%
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 %
BELT33.230.22
+0.66%
iShares U.S. Select Equity Active ETF
MDYV82.420.24
+0.29%
SPDR® S&P 400 Mid Cap Value ETF
XJR41.980.04
+0.08%
iShares ESG Select Scrn S&P Small-CapETF
BOUT38.06-0.59
-1.52%
Innovator IBD® Breakout Opps ETF
URNJ29.90-2.03
-6.36%
Sprott Junior Uranium Miners ETF