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JVMSX vs PQNAX
JVMSX vs PQNAX Comparison
Open Charts JVMSX vs PQNAX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Virtus NFJ Mid-Cap Value A
Price$25.08
Change-$0.42 (-1.65%)
VolumeN/A
Net Assets580.3M
JVMSX vs PQNAX Comparison Chart
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JVMSX vs. PQNAX commentary
Jun 16, 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 JVMSX is a StrongBuy and PQNAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. PQNAX (580M). PQNAX pays higher dividends than JVMSX: PQNAX (1.86) vs JVMSX (0.43). JVMSX was incepted earlier than PQNAX: JVMSX (13 years) vs PQNAX (34 years). JVMSX (1.26) is less costly to investors than PQNAX (1.12). PQNAX is a more actively managed with annual turnover of: 76.00 vs. JVMSX (47.00). JVMSX has a lower initial minimum investment than PQNAX: JVMSX (0) vs PQNAX (2500). PQNAX annual gain was more profitable for investors over the last year : 3.92 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. PQNAX (4.64).
| JVMSX | PQNAX | JVMSX / PQNAX | |
| Total Expense Ratio | 1.25 | 1.00 | 125% |
| Annual Report Gross Expense Ratio | 1.26 | 1.12 | 113% |
| Fund Existence | 13 years | 34 years | - |
| Gain YTD | 2.313 | -1.299 | -178% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 580M | 3,707% |
| Annual Yield % from dividends | 0.43 | 1.86 | 23% |
| Returns for 1 year | -3.29 | 3.92 | -84% |
| Returns for 3 years | 15.80 | -9.11 | -173% |
| Returns for 5 years | 50.13 | 4.64 | 1,081% |
| Returns for 10 years | 33.43 | 4.27 | 783% |
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