Interact to see
Advertisement
Advertisement
JVMTX vs PQNAX
JVMTX vs PQNAX Comparison
Open Charts JVMTX vs PQNAX
JHancock Disciplined Value Mid Cap R4
Price$28.72
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets22.24B
Virtus NFJ Mid-Cap Value A
Price$25.99
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets592.11M
JVMTX vs PQNAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. PQNAX commentary
Jul 18, 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: 22.2B vs. PQNAX (592M). PQNAX pays higher dividends than JVMTX: PQNAX (1.81) vs JVMTX (0.65). 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 : 1.53 vs. JVMTX (-3.72). JVMTX return over 5 years is better than : 54.11 vs. PQNAX (3.91).
| 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 | 6.429 | 1.968 | 327% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.2B | 592M | 3,750% |
| Annual Yield % from dividends | 0.65 | 1.81 | 36% |
| Returns for 1 year | -3.72 | 1.53 | -243% |
| Returns for 3 years | 21.93 | -9.51 | -231% |
| Returns for 5 years | 54.11 | 3.91 | 1,386% |
| Returns for 10 years | 42.61 | 8.26 | 516% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SAGP | 32.89 | 0.16 | +0.49% |
| Strategas Global Policy Opp ETF | |||
| IWB | 343.04 | 1.27 | +0.37% |
| iShares Russell 1000 ETF | |||
| TOK | 126.70 | 0.32 | +0.25% |
| iShares MSCI Kokusai ETF | |||
| FFC | 16.50 | N/A | N/A |
| Flaherty & Crumrine Preferred and Income Securities Fund | |||
| BIS | 15.96 | -0.57 | -3.45% |
| ProShares UltraShort Nasdaq Biotech | |||