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JVMAX vs WFPAX
JVMAX vs WFPAX Comparison
Open Charts JVMAX vs WFPAX
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
Allspring Special Mid Cap Value A
Price$46.08
Change-$0.52 (-1.12%)
VolumeN/A
Net Assets13.59B
JVMAX vs WFPAX Comparison Chart
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JVMAX vs. WFPAX commentary
Feb 23, 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 StrongBuy and WFPAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. WFPAX (13.6B). WFPAX pays higher dividends than JVMAX: WFPAX (0.89) vs JVMAX (0.67). JVMAX was incepted earlier than WFPAX: JVMAX (28 years) vs WFPAX (18 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 : 1.98 vs. JVMAX (-2.62). JVMAX return over 5 years is better than : 22.67 vs. WFPAX (13.56).
| JVMAX | WFPAX | JVMAX / WFPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | 2.046 | 0.174 | 1,176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 13.6B | 165% |
| Annual Yield % from dividends | 0.67 | 0.89 | 75% |
| Returns for 1 year | -2.62 | 1.98 | -132% |
| Returns for 3 years | 2.26 | -0.50 | -450% |
| Returns for 5 years | 22.67 | 13.56 | 167% |
| Returns for 10 years | 32.20 | 45.82 | 70% |
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