JVMAX
Price
$24.17
Change
+$0.40 (+1.68%)
Updated
Apr 24 closing price
Net Assets
19.84B
WFPAX
Price
$43.58
Change
+$0.58 (+1.35%)
Updated
Apr 24 closing price
Net Assets
12.3B
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JVMAX vs WFPAX

Header iconJVMAX vs WFPAX Comparison
Open Charts JVMAX vs WFPAXBanner chart's image
JHancock Disciplined Value Mid Cap A
Price$24.17
Change+$0.40 (+1.68%)
VolumeN/A
Net Assets19.84B
Allspring Special Mid Cap Value A
Price$43.58
Change+$0.58 (+1.35%)
VolumeN/A
Net Assets12.3B
JVMAX vs WFPAX Comparison Chart
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JVMAX vs. WFPAX commentary
Apr 26, 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 JVMAX is a Buy and WFPAX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.8B vs. WFPAX (12.3B). WFPAX pays higher dividends than JVMAX: WFPAX (0.99) vs JVMAX (0.61). JVMAX was incepted earlier than WFPAX: JVMAX (28 years) vs WFPAX (18 years). JVMAX (1.13) and WFPAX (1.12) have similar cost to investors . JVMAX is a more actively managed with annual turnover of: 47.00 vs. WFPAX (19.00). WFPAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX (1000) and WFPAX (1000) have matching initial minimum investment requirements. WFPAX annual gain was more profitable for investors over the last year : -6.53 vs. JVMAX (-11.62). JVMAX return over 5 years is better than : 50.79 vs. WFPAX (46.52).
JVMAXWFPAXJVMAX / WFPAX
Total Expense Ratio1.121.12100%
Annual Report Gross Expense Ratio1.131.12101%
Fund Existence28 years18 years-
Gain YTD-6.491-6.522100%
Front Load5%6%87%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets19.8B12.3B161%
Annual Yield % from dividends0.610.9962%
Returns for 1 year-11.62-6.53178%
Returns for 3 years-5.75-6.8085%
Returns for 5 years50.7946.52109%
Returns for 10 years20.7836.3257%
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