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MVCAX vs PQNAX
MVCAX vs PQNAX Comparison
Open Charts MVCAX vs PQNAX
Virtus NFJ Mid-Cap Value A
Price$25.08
Change-$0.42 (-1.65%)
VolumeN/A
Net Assets580.3M
MVCAX vs PQNAX Comparison Chart
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MVCAX vs. PQNAX commentary
Jun 16, 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: 16.6B vs. PQNAX (580M). 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 : 3.92 vs. MVCAX (-4.53). MVCAX return over 5 years is better than : 51.98 vs. PQNAX (4.64).
| 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 | -2.086 | -1.299 | 161% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 580M | 2,862% |
| Annual Yield % from dividends | 0.89 | 1.86 | 48% |
| Returns for 1 year | -4.53 | 3.92 | -116% |
| Returns for 3 years | 13.00 | -9.11 | -143% |
| Returns for 5 years | 51.98 | 4.64 | 1,121% |
| Returns for 10 years | 53.51 | 4.27 | 1,253% |
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