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JVMAX vs PQNAX
JVMAX vs PQNAX Comparison
Open Charts JVMAX vs PQNAX
JHancock Disciplined Value Mid Cap A
Price$27.84
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets23.85B
Virtus NFJ Mid-Cap Value A
Price$25.94
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets549.97M
JVMAX vs PQNAX Comparison Chart in %
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JVMAX vs. PQNAX commentary
Oct 21, 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 JVMAX is a Hold and PQNAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. PQNAX (550M). PQNAX pays higher dividends than JVMAX: PQNAX (1.74) vs JVMAX (0.55). JVMAX was incepted earlier than PQNAX: JVMAX (28 years) vs PQNAX (35 years). PQNAX (1.12) and JVMAX (1.11) have similar cost to investors . PQNAX is a more actively managed with annual turnover of: 57.00 vs. JVMAX (49.00). PQNAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX has a lower initial minimum investment than PQNAX: JVMAX (1000) vs PQNAX (2500). PQNAX annual gain was more profitable for investors over the last year : -2.80 vs. JVMAX (-5.69). JVMAX return over 5 years is better than : 44.35 vs. PQNAX (-2.79).
| JVMAX | PQNAX | JVMAX / PQNAX | |
| Total Expense Ratio | 1.10 | 1.00 | 110% |
| Annual Report Gross Expense Ratio | 1.11 | 1.12 | 99% |
| Fund Existence | 28 years | 35 years | - |
| Gain YTD | 9.520 | 2.086 | 456% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 550M | 4,345% |
| Annual Yield % from dividends | 0.55 | 1.74 | 32% |
| Returns for 1 year | -5.69 | -2.80 | 203% |
| Returns for 3 years | 23.48 | -1.11 | -2,120% |
| Returns for 5 years | 44.35 | -2.79 | -1,592% |
| Returns for 10 years | 45.62 | 13.53 | 337% |
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