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JVMRX vs PQNAX
JVMRX vs PQNAX Comparison
Open Charts JVMRX vs PQNAX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
Virtus NFJ Mid-Cap Value A
Price$26.38
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets605.16M
JVMRX vs PQNAX Comparison Chart in %
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JVMRX vs. PQNAX commentary
Jul 07, 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 StrongBuy and PQNAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. PQNAX (605M). PQNAX pays higher dividends than JVMRX: PQNAX (1.81) vs JVMRX (0.88). JVMRX was incepted earlier than PQNAX: JVMRX (14 years) vs PQNAX (34 years). PQNAX (1.12) is less costly to investors than JVMRX (0.76). PQNAX is a more actively managed with annual turnover of: 76.00 vs. JVMRX (47.00). 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 : 9.58 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. PQNAX (8.70).
| JVMRX | PQNAX | JVMRX / PQNAX | |
| Total Expense Ratio | 0.75 | 1.00 | 75% |
| Annual Report Gross Expense Ratio | 0.76 | 1.12 | 68% |
| Fund Existence | 14 years | 34 years | - |
| Gain YTD | 8.500 | 3.817 | 223% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 605M | 3,736% |
| Annual Yield % from dividends | 0.88 | 1.81 | 48% |
| Returns for 1 year | 3.59 | 9.58 | 38% |
| Returns for 3 years | 24.14 | -7.41 | -326% |
| Returns for 5 years | 63.32 | 8.70 | 728% |
| Returns for 10 years | 49.30 | 10.69 | 461% |
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