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JVMAX vs WFPAX
JVMAX vs WFPAX Comparison
Open Charts JVMAX vs WFPAX
JHancock Disciplined Value Mid Cap A
Price$28.64
Change+$0.32 (+1.13%)
VolumeN/A
CapitalizationN/A
Allspring Special Mid Cap Value A
Price$46.01
Change+$0.03 (+0.07%)
VolumeN/A
CapitalizationN/A
JVMAX vs WFPAX Comparison Chart
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JVMAX vs. WFPAX commentary
Dec 24, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.3B vs. WFPAX (13.4B). WFPAX pays higher dividends than JVMAX: WFPAX (0.89) vs JVMAX (0.67). JVMAX was incepted earlier than WFPAX: JVMAX (28 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. WFPAX annual gain was more profitable for investors over the last year : 5.62 vs. JVMAX (-0.72). JVMAX return over 5 years is better than : 21.41 vs. WFPAX (14.66).
| JVMAX | WFPAX | JVMAX / WFPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | -1.441 | 4.717 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3B | 13.4B | 151% |
| Annual Yield % from dividends | 0.67 | 0.89 | 75% |
| Returns for 1 year | -0.72 | 5.62 | -13% |
| Returns for 3 years | 1.07 | -0.72 | -150% |
| Returns for 5 years | 21.41 | 14.66 | 146% |
| Returns for 10 years | 34.67 | 50.36 | 69% |
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