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JVMAX vs WFPCX
JVMAX vs WFPCX Comparison
Open Charts JVMAX vs WFPCX
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
Allspring Special Mid Cap Value C
Price$47.74
Change-$0.24 (-0.50%)
VolumeN/A
CapitalizationN/A
JVMAX vs WFPCX Comparison Chart
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JVMAX vs. WFPCX commentary
Nov 18, 2024
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 WFPCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. WFPCX (14.3B). JVMAX pays higher dividends than WFPCX: JVMAX (0.67) vs WFPCX (0.00). JVMAX was incepted earlier than WFPCX: JVMAX (27 years) vs WFPCX (17 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. WFPCX (27.00). JVMAX (1000) and WFPCX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 21.07 vs. WFPCX (18.67). JVMAX return over 5 years is better than : 42.69 vs. WFPCX (20.62).
| JVMAX | WFPCX | JVMAX / WFPCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 17 years | - |
| Gain YTD | 14.313 | 14.677 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 14.3B | 166% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | 21.07 | 18.67 | 113% |
| Returns for 3 years | 6.26 | -5.61 | -112% |
| Returns for 5 years | 42.69 | 20.62 | 207% |
| Returns for 10 years | 56.97 | 41.51 | 137% |