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JVMRX vs PQNAX
JVMRX vs PQNAX Comparison
Open Charts JVMRX vs PQNAX
JHancock Disciplined Value Mid Cap R6
Price$28.34
Change+$0.27 (+0.96%)
VolumeN/A
Net Assets21.72B
Virtus NFJ Mid-Cap Value A
Price$25.44
Change+$0.25 (+0.99%)
VolumeN/A
Net Assets579.74M
JVMRX vs PQNAX Comparison Chart in %
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JVMRX vs. PQNAX commentary
Jun 28, 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: 21.7B vs. PQNAX (580M). PQNAX pays higher dividends than JVMRX: PQNAX (1.86) vs JVMRX (0.91). JVMRX was incepted earlier than PQNAX: JVMRX (14 years) vs PQNAX (34 years). PQNAX (1.12) is less costly to investors than JVMRX (0.76). 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 : 5.19 vs. JVMRX (-0.45). JVMRX return over 5 years is better than : 62.32 vs. PQNAX (7.41).
| JVMRX | PQNAX | JVMRX / PQNAX | |
| Total Expense Ratio | 0.75 | 1.00 | 75% |
| Annual Report Gross Expense Ratio | 0.76 | 1.12 | 68% |
| Fund Existence | 14 years | 34 years | - |
| Gain YTD | 4.195 | -0.866 | -484% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 580M | 3,741% |
| Annual Yield % from dividends | 0.91 | 1.86 | 49% |
| Returns for 1 year | -0.45 | 5.19 | -9% |
| Returns for 3 years | 17.41 | -12.75 | -136% |
| Returns for 5 years | 62.32 | 7.41 | 841% |
| Returns for 10 years | 43.93 | 6.64 | 661% |
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