Interact to see
Advertisement
Advertisement
JVMRX vs PQNAX
JVMRX vs PQNAX Comparison
Open Charts JVMRX vs PQNAX
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
Virtus NFJ Mid-Cap Value A
Price$25.99
Change-$0.39 (-1.48%)
VolumeN/A
Net Assets547M
JVMRX vs PQNAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. PQNAX commentary
Nov 14, 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 Hold and PQNAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. PQNAX (547M). PQNAX pays higher dividends than JVMRX: PQNAX (1.79) vs JVMRX (0.85). 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: 57.00 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 : -2.62 vs. JVMRX (-6.40). JVMRX return over 5 years is better than : 36.83 vs. PQNAX (-7.61).
| 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 | 9.911 | 2.283 | 434% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 547M | 4,424% |
| Annual Yield % from dividends | 0.85 | 1.79 | 48% |
| Returns for 1 year | -6.40 | -2.62 | 245% |
| Returns for 3 years | 15.51 | -11.36 | -137% |
| Returns for 5 years | 36.83 | -7.61 | -484% |
| Returns for 10 years | 51.46 | 13.15 | 391% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement