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JVMAX vs WFPAX
JVMAX vs WFPAX Comparison
Open Charts JVMAX vs WFPAX
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
Allspring Special Mid Cap Value A
Price$51.14
Change-$0.26 (-0.51%)
VolumeN/A
CapitalizationN/A
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JVMAX vs WFPAX Comparison Chart
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JVMAX vs. WFPAX commentary
Sep 21, 2024
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 JVMAX is a Buy and WFPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. WFPAX (14.2B). WFPAX pays higher dividends than JVMAX: WFPAX (0.89) vs JVMAX (0.67). JVMAX was incepted earlier than WFPAX: JVMAX (27 years) vs WFPAX (17 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. WFPAX (27.00). JVMAX (1000) and WFPAX (1000) have matching initial minimum investment requirements. JVMAX (15.86) and WFPAX (15.54) have marching annual gain over last year. JVMAX return over 5 years is better than : 40.80 vs. WFPAX (30.29).
| JVMAX | WFPAX | JVMAX / WFPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 17 years | - |
| Gain YTD | 9.927 | 14.459 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 14.2B | 165% |
| Annual Yield % from dividends | 0.67 | 0.89 | 75% |
| Returns for 1 year | 15.86 | 15.54 | 102% |
| Returns for 3 years | 9.43 | 4.04 | 234% |
| Returns for 5 years | 40.80 | 30.29 | 135% |
| Returns for 10 years | 55.08 | 55.44 | 99% |
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