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JVMAX vs WFPAX
JVMAX vs WFPAX Comparison
Open Charts JVMAX vs WFPAX
JHancock Disciplined Value Mid Cap A
Price$26.79
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets21.93B
Allspring Special Mid Cap Value A
Price$46.27
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets13.02B
JVMAX vs WFPAX Comparison Chart in %
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JVMAX vs. WFPAX commentary
Jun 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.9B vs. WFPAX (13B). WFPAX pays higher dividends than JVMAX: WFPAX (0.99) vs JVMAX (0.60). 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: 49.00 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. JVMAX annual gain was more profitable for investors over the last year : -0.43 vs. WFPAX (-1.07). JVMAX return over 5 years is better than : 59.89 vs. WFPAX (45.95).
| JVMAX | WFPAX | JVMAX / WFPAX | |
| Total Expense Ratio | 1.12 | 1.12 | 100% |
| Annual Report Gross Expense Ratio | 1.13 | 1.12 | 101% |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | 5.035 | 0.457 | 1,103% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.9B | 13B | 168% |
| Annual Yield % from dividends | 0.60 | 0.99 | 60% |
| Returns for 1 year | -0.43 | -1.07 | 41% |
| Returns for 3 years | 17.66 | 8.95 | 197% |
| Returns for 5 years | 59.89 | 45.95 | 130% |
| Returns for 10 years | 38.74 | 48.40 | 80% |
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