MVFD
Price
$25.88
Change
-$0.03 (-0.12%)
Updated
Jun 27 closing price
Net Assets
70.12M
ZTR
Price
$6.18
Change
+$0.03 (+0.49%)
Updated
Jun 27 closing price
Net Assets
386.62M
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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$25.88
Change-$0.03 (-0.12%)
Volume$1.49K
Net Assets70.12M
Virtus Total Return Fund
Price$6.18
Change+$0.03 (+0.49%)
Volume$160.03K
Net Assets386.62M
MVFD vs ZTR Comparison Chart in %
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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 vs. ZTR commentary
Jun 30, 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 Buy and ZTR is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
ZTR has more net assets: 387M vs. MVFD (70.1M). ZTR has a higher annual dividend yield than MVFD: ZTR (11.001) vs MVFD (0.274). MVFD was incepted earlier than ZTR: MVFD (1 year) vs ZTR (20 years). MVFD (1.25) has a lower expense ratio than ZTR (1.60). MVFD has a higher turnover ZTR (59.00) vs ZTR (59.00).
MVFDZTRMVFD / ZTR
Gain YTD0.27411.0012%
Net Assets70.1M387M18%
Total Expense Ratio1.251.6078%
Turnover264.0059.00447%
Yield1.570.21741%
Fund Existence1 year20 years-
TECHNICAL ANALYSIS
Technical Analysis
MVFDZTR
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bearish Trend 3 days ago
76%
Bearish Trend 3 days ago
75%
Momentum
ODDS (%)
Bullish Trend 3 days ago
89%
Bullish Trend 3 days ago
85%
MACD
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
89%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
77%
Bullish Trend 3 days ago
86%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
74%
Bullish Trend 3 days ago
84%
Advances
ODDS (%)
Bullish Trend 3 days ago
79%
Bullish Trend 18 days ago
87%
Declines
ODDS (%)
N/A
Bearish Trend 10 days ago
78%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
90%
Bullish Trend 3 days ago
86%
Aroon
ODDS (%)
Bullish Trend 3 days ago
60%
Bullish Trend 3 days ago
86%
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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 closely correlated with PFG. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if MVFD jumps, then PFG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MVFD
1D Price
Change %
MVFD100%
+0.26%
PFG - MVFD
76%
Closely correlated
+2.76%
JHG - MVFD
75%
Closely correlated
+1.57%
DCI - MVFD
75%
Closely correlated
-0.53%
DOV - MVFD
73%
Closely correlated
+1.81%
ZWS - MVFD
73%
Closely correlated
-0.33%
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