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JVMAX vs WFPAX
JVMAX vs WFPAX Comparison
Open Charts JVMAX vs WFPAX
JHancock Disciplined Value Mid Cap A
Price$27.11
Change-$0.28 (-1.02%)
VolumeN/A
Net Assets23B
Allspring Special Mid Cap Value A
Price$47.01
Change-$0.32 (-0.68%)
VolumeN/A
Net Assets13.71B
JVMAX vs WFPAX Comparison Chart in %
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JVMAX vs. WFPAX commentary
Aug 02, 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 Hold and WFPAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23B vs. WFPAX (13.7B). WFPAX pays higher dividends than JVMAX: WFPAX (0.95) vs JVMAX (0.57). 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 : -2.99 vs. WFPAX (-3.21). JVMAX return over 5 years is better than : 52.88 vs. WFPAX (41.41).
| 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 | 8.183 | 4.174 | 196% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23B | 13.7B | 168% |
| Annual Yield % from dividends | 0.57 | 0.95 | 60% |
| Returns for 1 year | -2.99 | -3.21 | 93% |
| Returns for 3 years | 14.51 | 6.56 | 221% |
| Returns for 5 years | 52.88 | 41.41 | 128% |
| Returns for 10 years | 41.12 | 54.13 | 76% |
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