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JVMRX vs PQNAX
JVMRX vs PQNAX Comparison
Open Charts JVMRX vs PQNAX
JHancock Disciplined Value Mid Cap R6
Price$30.17
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets24.35B
Virtus NFJ Mid-Cap Value A
Price$26.53
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets570.18M
JVMRX vs PQNAX Comparison Chart in %
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JVMRX 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 JVMRX is a Buy and PQNAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. PQNAX (570M). PQNAX pays higher dividends than JVMRX: PQNAX (1.72) vs JVMRX (0.84). JVMRX was incepted earlier than PQNAX: JVMRX (14 years) vs PQNAX (35 years). PQNAX (1.12) is less costly to investors than JVMRX (0.75). PQNAX is a more actively managed with annual turnover of: 76.00 vs. JVMRX (49.00). PQNAX has a lower initial minimum investment than JVMRX: PQNAX (2500) vs JVMRX (1000000). PQNAX annual gain was more profitable for investors over the last year : 1.88 vs. JVMRX (1.40). JVMRX return over 5 years is better than : 54.80 vs. PQNAX (2.98).
| JVMRX | PQNAX | JVMRX / PQNAX | |
| Total Expense Ratio | 0.74 | 1.00 | 74% |
| Annual Report Gross Expense Ratio | 0.75 | 1.12 | 67% |
| Fund Existence | 14 years | 35 years | - |
| Gain YTD | 12.249 | 4.604 | 266% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 570M | 4,263% |
| Annual Yield % from dividends | 0.84 | 1.72 | 49% |
| Returns for 1 year | 1.40 | 1.88 | 75% |
| Returns for 3 years | 25.92 | -5.09 | -509% |
| Returns for 5 years | 54.80 | 2.98 | 1,836% |
| Returns for 10 years | 61.11 | 19.10 | 320% |
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