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MVCAX vs PQNAX
MVCAX vs PQNAX Comparison
Open Charts MVCAX vs PQNAX
Virtus NFJ Mid-Cap Value A
Price$26.38
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets605.16M
MVCAX vs PQNAX Comparison Chart in %
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MVCAX vs. PQNAX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. PQNAX (605M). 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 : 9.58 vs. MVCAX (1.09). MVCAX return over 5 years is better than : 60.39 vs. PQNAX (8.70).
| 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 | 2.934 | 3.817 | 77% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 605M | 2,860% |
| Annual Yield % from dividends | 0.87 | 1.81 | 48% |
| Returns for 1 year | 1.09 | 9.58 | 11% |
| Returns for 3 years | 18.70 | -7.41 | -252% |
| Returns for 5 years | 60.39 | 8.70 | 694% |
| Returns for 10 years | 64.61 | 10.69 | 604% |
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