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JVMAX vs WFPAX
JVMAX vs WFPAX Comparison
Open Charts JVMAX vs WFPAX
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
Allspring Special Mid Cap Value A
Price$43.77
Change-$1.76 (-3.87%)
VolumeN/A
Net Assets13.08B
JVMAX vs WFPAX Comparison Chart
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JVMAX vs. WFPAX commentary
Apr 04, 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.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.4B vs. WFPAX (13.1B). 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 : -3.79 vs. JVMAX (-8.70). JVMAX return over 5 years is better than : 86.30 vs. WFPAX (76.20).
| 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 | -0.118 | -1.022 | 12% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 13.1B | 163% |
| Annual Yield % from dividends | 0.61 | 0.99 | 62% |
| Returns for 1 year | -8.70 | -3.79 | 230% |
| Returns for 3 years | -2.01 | -3.22 | 62% |
| Returns for 5 years | 86.30 | 76.20 | 113% |
| Returns for 10 years | 28.82 | 43.91 | 66% |
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