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JVMRX vs PQNAX
JVMRX vs PQNAX Comparison
Open Charts JVMRX vs PQNAX
JHancock Disciplined Value Mid Cap R6
Price$27.85
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
Virtus NFJ Mid-Cap Value A
Price$25.17
Change+$0.21 (+0.84%)
VolumeN/A
Net Assets580.56M
JVMRX vs PQNAX Comparison Chart
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JVMRX vs. PQNAX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. PQNAX (581M). 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 (47.00). 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 : 2.71 vs. JVMRX (-2.97). JVMRX return over 5 years is better than : 40.13 vs. PQNAX (-2.73).
| 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 | 2.376 | -1.771 | -134% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 581M | 3,701% |
| Annual Yield % from dividends | 0.91 | 1.86 | 49% |
| Returns for 1 year | -2.97 | 2.71 | -109% |
| Returns for 3 years | 4.82 | -18.73 | -26% |
| Returns for 5 years | 40.13 | -2.73 | -1,472% |
| Returns for 10 years | 38.58 | 4.85 | 795% |
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