Interact to see
Advertisement
Advertisement
JVMTX vs PQNAX
JVMTX vs PQNAX Comparison
Open Charts JVMTX vs PQNAX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Virtus NFJ Mid-Cap Value A
Price$26.74
Change+$0.43 (+1.63%)
VolumeN/A
Net Assets555.96M
JVMTX vs PQNAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. PQNAX commentary
Feb 05, 2026
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 JVMTX is a Buy and PQNAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. PQNAX (556M). PQNAX pays higher dividends than JVMTX: PQNAX (1.38) vs JVMTX (0.60). JVMTX was incepted earlier than PQNAX: JVMTX (13 years) vs PQNAX (35 years). PQNAX (1.12) and JVMTX (1.10) have similar cost to investors . PQNAX is a more actively managed with annual turnover of: 57.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than PQNAX: JVMTX (0) vs PQNAX (2500). JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. PQNAX (3.91). JVMTX return over 5 years is better than : 22.28 vs. PQNAX (-7.87).
| JVMTX | PQNAX | JVMTX / PQNAX | |
| Total Expense Ratio | 0.99 | 1.00 | 99% |
| Annual Report Gross Expense Ratio | 1.10 | 1.12 | 98% |
| Fund Existence | 13 years | 35 years | - |
| Gain YTD | 5.177 | 5.901 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 556M | 4,442% |
| Annual Yield % from dividends | 0.60 | 1.38 | 43% |
| Returns for 1 year | 4.79 | 3.91 | 123% |
| Returns for 3 years | 11.22 | 4.32 | 260% |
| Returns for 5 years | 22.28 | -7.87 | -283% |
| Returns for 10 years | 76.80 | 36.84 | 208% |
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 % |
| BSVO | 25.84 | 0.23 | +0.89% |
| EA Bridgeway Omni Small-Cap Value ETF | |||
| XXCH | 32.70 | N/A | N/A |
| Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares | |||
| USDX | 25.52 | -0.01 | -0.06% |
| SGI Enhanced Core ETF | |||
| CEGX | 15.59 | -0.32 | -2.01% |
| Tradr 2X Long CEG Daily ETF | |||
| DTEC | 45.12 | -1.75 | -3.73% |
| ALPS Disruptive Technologies ETF | |||