Virtus NFJ Mid-Cap Value Fund (PQNCX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PQNCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PQNCX
PQNCX charges 1.75% annually. There are 107 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | PQNCX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | PQNCX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | PQNCX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | PQNCX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | PQNCX vs VMVIX |
Best Risk-Adjusted Alternatives to PQNCX
PQNCX has a PortfoliosLab risk / return rank of 30. There are 86 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 91 | — | Nov 2001 | PQNCX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | PQNCX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 87 | — | Nov 2001 | PQNCX vs NAMAX | |
| Delaware Opportunity Fund | 85 | — | Aug 1992 | PQNCX vs FIUSX | |
| RBB Free Market U.S. Equity Fund | 84 | — | Dec 2007 | PQNCX vs FMUEX |
Top Performing PQNCX Alternatives (YTD)
PQNCX is at 13.61% YTD. There are 45 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 24.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 24.09% | — | Dec 1983 | PQNCX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 24.07% | — | Jul 1995 | PQNCX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 23.90% | — | Sep 1996 | PQNCX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 23.77% | — | Aug 1986 | PQNCX vs FASPX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 23.69% | — | Nov 2001 | PQNCX vs SMVTX |
Lowest Volatility Alternatives to PQNCX
PQNCX has 15.57% 1-year volatility. There are 75 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 11.58% | — | Dec 2013 | PQNCX vs NMAVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.61% | 36.60B | Sep 2011 | PQNCX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.62% | — | Aug 2006 | PQNCX vs VMVIX | |
| American Century Mid Cap Value Fund | 11.96% | 5.65B | Mar 2004 | PQNCX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.98% | — | Mar 2004 | PQNCX vs ACLAX |
Lowest Drawdown Alternatives to PQNCX
PQNCX has a 1-year max drawdown of -9.73%. There are 72 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | PQNCX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | PQNCX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | PQNCX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | PQNCX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | PQNCX vs VMVAX |
Other Mutual Funds from Allianz
The 10 most viewed Allianz mutual funds shown here include DRGTX, ANNPX, AZNIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 51 | 26.92% | — | Dec 1995 | PQNCX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 92 | 22.11% | — | Apr 1993 | PQNCX vs ANNPX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 74 | 10.28% | — | Feb 2007 | PQNCX vs AZNIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 18 | 14.41% | — | Nov 1979 | PQNCX vs DRMCX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 69 | 20.26% | — | Jul 2013 | PQNCX vs AZBIX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 17 | 3.39% | — | Feb 1984 | PQNCX vs PGWCX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 81 | 14.32% | — | Dec 1997 | PQNCX vs ALOIX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 43 | 12.90% | — | May 2000 | PQNCX vs ANVIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 80 | 1.60% | — | Oct 2011 | PQNCX vs ASHIX | |
| Virtus Health Sciences Fund | Health & Biotech Equities | 5 | -8.63% | — | Feb 2002 | PQNCX vs RAGHX |
Often Compared With PQNCX
Investors most often compare PQNCX with AZMIX, VVOIX, NQVRX. These 9 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 73 | 26.64% | — | Dec 2012 | PQNCX vs AZMIX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 81 | 22.67% | — | Mar 2005 | PQNCX vs VVOIX | |
| Nuveen Multi Cap Value Fund | Mid Cap Value Equities | 83 | 14.53% | — | Nov 1997 | PQNCX vs NQVRX | |
| Victory RS Value Fund | Mid Cap Value Equities | 18 | 6.09% | — | Jun 1993 | PQNCX vs RSVAX | |
| Invesco V.I. American Value Fund | Mid Cap Value Equities | 81 | 22.81% | — | Jan 1997 | PQNCX vs UMCVX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 81 | 22.51% | — | Jun 2001 | PQNCX vs VVOAX | |
| Principal MidCap Value Fund I | Mid Cap Value Equities | 43 | 12.23% | — | Dec 2003 | PQNCX vs PVMIX | |
| Ariel Focus Fund | Mid Cap Value Equities | 76 | 8.39% | — | Jun 2005 | PQNCX vs ARFFX | |
| Fidelity Advisor Value Strategies Fund Class C | Mid Cap Value Equities | 79 | 23.46% | — | Aug 2001 | PQNCX vs FVCSX |
Compare PQNCX with Any Fund or Stock
Compare PQNCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PQNCX with funds that move differently
Virtus NFJ Mid-Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PQNCX.
Explore PQNCX Diversifiers