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JVMAX vs PQNAX
JVMAX vs PQNAX Comparison
Open Charts JVMAX vs PQNAX
JHancock Disciplined Value Mid Cap A
Price$27.32
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
Virtus NFJ Mid-Cap Value A
Price$25.29
Change-$0.06 (-0.24%)
VolumeN/A
Net Assets523.81M
JVMAX vs PQNAX Comparison Chart in %
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JVMAX vs. PQNAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.5B vs. PQNAX (524M). PQNAX pays higher dividends than JVMAX: PQNAX (1.79) vs JVMAX (0.56). JVMAX was incepted earlier than PQNAX: JVMAX (28 years) vs PQNAX (35 years). PQNAX (1.12) and JVMAX (1.11) have similar cost to investors . PQNAX is a more actively managed with annual turnover of: 57.00 vs. JVMAX (49.00). 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 : -4.32 vs. JVMAX (-7.23). JVMAX return over 5 years is better than : 30.06 vs. PQNAX (-9.79).
| JVMAX | PQNAX | JVMAX / PQNAX | |
| Total Expense Ratio | 1.10 | 1.00 | 110% |
| Annual Report Gross Expense Ratio | 1.11 | 1.12 | 99% |
| Fund Existence | 28 years | 35 years | - |
| Gain YTD | 7.592 | -0.472 | -1,608% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 524M | 4,485% |
| Annual Yield % from dividends | 0.56 | 1.79 | 31% |
| Returns for 1 year | -7.23 | -4.32 | 167% |
| Returns for 3 years | 11.06 | -12.73 | -87% |
| Returns for 5 years | 30.06 | -9.79 | -307% |
| Returns for 10 years | 39.59 | 8.33 | 475% |
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