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JVMAX vs PQNAX
JVMAX vs PQNAX Comparison
Open Charts JVMAX vs PQNAX
JHancock Disciplined Value Mid Cap A
Price$28.39
Change-$0.07 (-0.25%)
VolumeN/A
Net AssetsN/A
Virtus NFJ Mid-Cap Value A
Price$26.53
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets570.18M
JVMAX vs PQNAX Comparison Chart in %
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JVMAX vs. PQNAX commentary
Sep 17, 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 Buy and PQNAX is a Hold.
FUNDAMENTALS
Fundamentals
PQNAX pays higher dividends than JVMAX: PQNAX (1.72) vs JVMAX (0.55). 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: 76.00 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 : 1.88 vs. JVMAX (0.43). JVMAX return over 5 years is better than : 51.03 vs. PQNAX (2.98).
| 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 | 11.959 | 4.604 | 260% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 570M | - |
| Annual Yield % from dividends | 0.55 | 1.72 | 32% |
| Returns for 1 year | 0.43 | 1.88 | 23% |
| Returns for 3 years | 23.74 | -5.09 | -467% |
| Returns for 5 years | 51.03 | 2.98 | 1,710% |
| Returns for 10 years | 53.93 | 19.10 | 282% |
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