Interact to see
Advertisement
Advertisement
JVMRX vs PQNAX
JVMRX vs PQNAX Comparison
Open Charts JVMRX vs PQNAX
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.38B
Virtus NFJ Mid-Cap Value A
Price$26.92
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets580.1M
JVMRX vs PQNAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX 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 JVMRX is a Buy and PQNAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. PQNAX (580M). PQNAX pays higher dividends than JVMRX: PQNAX (1.72) vs JVMRX (0.84). JVMRX was incepted earlier than PQNAX: JVMRX (14 years) vs PQNAX (35 years). PQNAX (1.12) is less costly to investors than JVMRX (0.75). PQNAX is a more actively managed with annual turnover of: 76.00 vs. JVMRX (49.00). PQNAX has a lower initial minimum investment than JVMRX: PQNAX (2500) vs JVMRX (1000000). PQNAX annual gain was more profitable for investors over the last year : 4.72 vs. JVMRX (3.02). JVMRX return over 5 years is better than : 55.40 vs. PQNAX (3.85).
| JVMRX | PQNAX | JVMRX / PQNAX | |
| Total Expense Ratio | 0.74 | 1.00 | 74% |
| Annual Report Gross Expense Ratio | 0.75 | 1.12 | 67% |
| Fund Existence | 14 years | 35 years | - |
| Gain YTD | 12.064 | 5.903 | 204% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 580M | 4,207% |
| Annual Yield % from dividends | 0.84 | 1.72 | 49% |
| Returns for 1 year | 3.02 | 4.72 | 64% |
| Returns for 3 years | 25.20 | -5.01 | -503% |
| Returns for 5 years | 55.40 | 3.85 | 1,440% |
| Returns for 10 years | 59.55 | 19.16 | 311% |
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 % |
| LQTI | 20.33 | 0.09 | +0.44% |
| FT Vest Investment Grade & Target Income ETF | |||
| BSMT | 23.08 | 0.09 | +0.39% |
| Invesco BulletShares 2029 Muncpl Bd ETF | |||
| SHAG | 48.12 | 0.11 | +0.23% |
| WisdomTree Yield Enh US S-T Aggt Bd ETF | |||
| PAPR | 38.08 | 0.01 | +0.03% |
| Innovator U.S. Equity PowerBffrETF™-Apr | |||
| DFAC | 37.91 | -0.11 | -0.29% |
| Dimensional US Core Equity 2 ETF | |||