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JVMAX vs PQNAX
JVMAX vs PQNAX Comparison
Open Charts JVMAX vs PQNAX
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
Virtus NFJ Mid-Cap Value A
Price$24.25
Change-$1.29 (-5.05%)
VolumeN/A
Net Assets616.85M
JVMAX vs PQNAX Comparison Chart
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JVMAX vs. PQNAX commentary
Apr 04, 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 JVMAX is a Hold and PQNAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.4B vs. PQNAX (617M). PQNAX pays higher dividends than JVMAX: PQNAX (1.82) vs JVMAX (0.61). JVMAX was incepted earlier than PQNAX: JVMAX (28 years) vs PQNAX (34 years). JVMAX (1.13) and PQNAX (1.12) have similar cost to investors . PQNAX is a more actively managed with annual turnover of: 76.00 vs. JVMAX (47.00). PQNAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX has a lower initial minimum investment than PQNAX: JVMAX (1000) vs PQNAX (2500). PQNAX annual gain was more profitable for investors over the last year : 3.39 vs. JVMAX (-8.70). JVMAX return over 5 years is better than : 86.30 vs. PQNAX (31.18).
| JVMAX | PQNAX | JVMAX / PQNAX | |
| Total Expense Ratio | 1.12 | 1.00 | 112% |
| Annual Report Gross Expense Ratio | 1.13 | 1.12 | 101% |
| Fund Existence | 28 years | 34 years | - |
| Gain YTD | -0.118 | 0.512 | -23% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 617M | 3,468% |
| Annual Yield % from dividends | 0.61 | 1.82 | 34% |
| Returns for 1 year | -8.70 | 3.39 | -257% |
| Returns for 3 years | -2.01 | -19.59 | 10% |
| Returns for 5 years | 86.30 | 31.18 | 277% |
| Returns for 10 years | 28.82 | 7.12 | 405% |
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