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JVMTX vs PQNAX
JVMTX vs PQNAX Comparison
Open Charts JVMTX vs PQNAX
JHancock Disciplined Value Mid Cap R4
Price$27.79
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
JVMTX vs PQNAX Comparison Chart
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JVMTX 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 JVMTX is a Buy and PQNAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. PQNAX (581M). PQNAX pays higher dividends than JVMTX: PQNAX (1.86) vs JVMTX (0.67). JVMTX was incepted earlier than PQNAX: JVMTX (12 years) vs PQNAX (34 years). PQNAX (1.12) and JVMTX (1.11) have similar cost to investors . PQNAX is a more actively managed with annual turnover of: 76.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than PQNAX: JVMTX (0) vs PQNAX (2500). PQNAX annual gain was more profitable for investors over the last year : 2.71 vs. JVMTX (-3.25). JVMTX return over 5 years is better than : 38.98 vs. PQNAX (-2.73).
| JVMTX | PQNAX | JVMTX / PQNAX | |
| Total Expense Ratio | 1.00 | 1.00 | 100% |
| Annual Report Gross Expense Ratio | 1.11 | 1.12 | 99% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 2.267 | -1.771 | -128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 581M | 3,701% |
| Annual Yield % from dividends | 0.67 | 1.86 | 36% |
| Returns for 1 year | -3.25 | 2.71 | -120% |
| Returns for 3 years | 4.26 | -18.73 | -23% |
| Returns for 5 years | 38.98 | -2.73 | -1,430% |
| Returns for 10 years | 36.45 | 4.85 | 751% |
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