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JVMAX vs PQNAX
JVMAX vs PQNAX Comparison
Open Charts JVMAX vs PQNAX
JHancock Disciplined Value Mid Cap A
Price$28.49
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets24.32B
Virtus NFJ Mid-Cap Value A
Price$26.92
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets580.1M
JVMAX vs PQNAX Comparison Chart in %
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JVMAX vs. PQNAX commentary
Sep 09, 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 Buy and PQNAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. PQNAX (580M). PQNAX pays higher dividends than JVMAX: PQNAX (1.72) 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: 76.00 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 : 4.72 vs. JVMAX (2.01). JVMAX return over 5 years is better than : 51.61 vs. PQNAX (3.85).
| 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 | 11.802 | 5.903 | 200% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 580M | 4,190% |
| Annual Yield % from dividends | 0.55 | 1.72 | 32% |
| Returns for 1 year | 2.01 | 4.72 | 43% |
| Returns for 3 years | 23.09 | -5.01 | -461% |
| Returns for 5 years | 51.61 | 3.85 | 1,341% |
| Returns for 10 years | 52.52 | 19.16 | 274% |
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