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MVCAX vs PQNAX
MVCAX vs PQNAX Comparison
Open Charts MVCAX vs PQNAX
Virtus NFJ Mid-Cap Value A
Price$26.69
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets605.96M
MVCAX vs PQNAX Comparison Chart in %
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MVCAX vs. PQNAX commentary
Jul 27, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. PQNAX (606M). PQNAX pays higher dividends than MVCAX: PQNAX (1.81) vs MVCAX (0.87). 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: 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 : 6.02 vs. MVCAX (-1.70). MVCAX return over 5 years is better than : 54.59 vs. PQNAX (5.41).
| 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 | 35 years | - |
| Gain YTD | 3.814 | 5.037 | 76% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 606M | 2,855% |
| Annual Yield % from dividends | 0.87 | 1.81 | 48% |
| Returns for 1 year | -1.70 | 6.02 | -28% |
| Returns for 3 years | 16.54 | -9.71 | -170% |
| Returns for 5 years | 54.59 | 5.41 | 1,010% |
| Returns for 10 years | 67.90 | 13.66 | 497% |
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