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JVMSX vs PQNAX
JVMSX vs PQNAX Comparison
Open Charts JVMSX vs PQNAX
JHancock Disciplined Value Mid Cap R2
Price$28.68
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets23.23B
Virtus NFJ Mid-Cap Value A
Price$25.32
Change-$0.17 (-0.67%)
VolumeN/A
Net Assets574.42M
JVMSX vs PQNAX Comparison Chart in %
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JVMSX vs. PQNAX commentary
Aug 12, 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 JVMSX is a Buy and PQNAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.2B vs. PQNAX (574M). PQNAX pays higher dividends than JVMSX: PQNAX (1.78) vs JVMSX (0.41). JVMSX was incepted earlier than PQNAX: JVMSX (13 years) vs PQNAX (35 years). JVMSX (1.26) is less costly to investors than PQNAX (1.12). PQNAX is a more actively managed with annual turnover of: 76.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than PQNAX: JVMSX (0) vs PQNAX (2500). PQNAX annual gain was more profitable for investors over the last year : 2.65 vs. JVMSX (1.18). JVMSX return over 5 years is better than : 45.25 vs. PQNAX (-3.18).
| JVMSX | PQNAX | JVMSX / PQNAX | |
| Total Expense Ratio | 1.25 | 1.00 | 125% |
| Annual Report Gross Expense Ratio | 1.26 | 1.12 | 113% |
| Fund Existence | 13 years | 35 years | - |
| Gain YTD | 7.124 | 0.315 | 2,263% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 574M | 4,042% |
| Annual Yield % from dividends | 0.41 | 1.78 | 23% |
| Returns for 1 year | 1.18 | 2.65 | 45% |
| Returns for 3 years | 9.73 | -20.08 | -48% |
| Returns for 5 years | 45.25 | -3.18 | -1,424% |
| Returns for 10 years | 39.98 | 6.50 | 615% |
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