MVFD
Price
$26.93
Change
+$0.03 (+0.11%)
Updated
Oct 17 closing price
Net Assets
75.31M
ZTR
Price
$6.56
Change
-$0.03 (-0.46%)
Updated
Oct 17 closing price
Net Assets
401.62M
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MVFD vs ZTR

Header iconMVFD vs ZTR Comparison
Open Charts MVFD vs ZTRBanner chart's image
Monarch Volume Factor Dividend Tree ETF
Price$26.93
Change+$0.03 (+0.11%)
Volume$2.28K
Net Assets75.31M
Virtus Total Return Fund
Price$6.56
Change-$0.03 (-0.46%)
Volume$177.88K
Net Assets401.62M
MVFD vs ZTR Comparison Chart in %
MVFD
Daily Signalchanged days ago
Gain/Loss if bought
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ZTR
Daily Signalchanged days ago
Gain/Loss if bought
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MVFD vs. ZTR commentary
Oct 18, 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 MVFD is a Hold and ZTR is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
ZTR has more net assets: 402M vs. MVFD (75.3M). ZTR has a higher annual dividend yield than MVFD: ZTR (21.616) vs MVFD (4.760). MVFD was incepted earlier than ZTR: MVFD (2 years) vs ZTR (21 years). MVFD (1.19) has a lower expense ratio than ZTR (1.60). MVFD has a higher turnover ZTR (59.00) vs ZTR (59.00).
MVFDZTRMVFD / ZTR
Gain YTD4.76021.61622%
Net Assets75.3M402M19%
Total Expense Ratio1.191.6074%
Turnover264.0059.00447%
Yield1.350.38359%
Fund Existence2 years21 years-
TECHNICAL ANALYSIS
Technical Analysis
MVFDZTR
RSI
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
79%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
89%
Bearish Trend 2 days ago
74%
Momentum
ODDS (%)
Bearish Trend 2 days ago
65%
Bullish Trend 3 days ago
85%
MACD
ODDS (%)
Bearish Trend 2 days ago
69%
Bullish Trend 2 days ago
84%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
78%
Bullish Trend 2 days ago
86%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
62%
Bullish Trend 2 days ago
84%
Advances
ODDS (%)
Bullish Trend 4 days ago
79%
Bullish Trend 4 days ago
88%
Declines
ODDS (%)
Bearish Trend 9 days ago
69%
Bearish Trend 9 days ago
81%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
80%
Aroon
ODDS (%)
Bearish Trend 2 days ago
76%
Bullish Trend 2 days ago
82%
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MVFD
Daily Signalchanged days ago
Gain/Loss if bought
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ZTR
Daily Signalchanged days ago
Gain/Loss if bought
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MVFD and

Correlation & Price change

A.I.dvisor indicates that over the last year, MVFD has been loosely correlated with BRSL. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if MVFD jumps, then BRSL could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MVFD
1D Price
Change %
MVFD100%
+0.12%
BRSL - MVFD
57%
Loosely correlated
-0.59%
AOS - MVFD
16%
Poorly correlated
+0.50%
LOW - MVFD
16%
Poorly correlated
+0.66%
CINF - MVFD
15%
Poorly correlated
+1.08%
WSM - MVFD
15%
Poorly correlated
-0.79%
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ZTR and

Correlation & Price change

A.I.dvisor tells us that ZTR and AMT have been poorly correlated (+9% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that ZTR and AMT's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ZTR
1D Price
Change %
ZTR100%
-0.46%
AMT - ZTR
9%
Poorly correlated
-0.09%
CCI - ZTR
8%
Poorly correlated
-0.59%
AEP - ZTR
6%
Poorly correlated
N/A
NEE - ZTR
4%
Poorly correlated
-0.61%
LNG - ZTR
3%
Poorly correlated
-0.50%
More