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JVMTX vs PQNAX
JVMTX vs PQNAX Comparison
Open Charts JVMTX vs PQNAX
JHancock Disciplined Value Mid Cap R4
Price$28.28
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
JVMTX vs PQNAX Comparison Chart in %
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JVMTX 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 JVMTX is a Buy and PQNAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.7B vs. PQNAX (580M). 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 (49.00). 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 : 5.19 vs. JVMTX (-0.69). JVMTX return over 5 years is better than : 61.02 vs. PQNAX (7.41).
| 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 | 4.088 | -0.866 | -472% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 580M | 3,741% |
| Annual Yield % from dividends | 0.67 | 1.86 | 36% |
| Returns for 1 year | -0.69 | 5.19 | -13% |
| Returns for 3 years | 16.80 | -12.75 | -132% |
| Returns for 5 years | 61.02 | 7.41 | 823% |
| Returns for 10 years | 41.72 | 6.64 | 628% |
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