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JVMAX vs WFPCX
JVMAX vs WFPCX Comparison
Open Charts JVMAX vs WFPCX
JHancock Disciplined Value Mid Cap A
Price$23.51
Change-$0.07 (-0.30%)
VolumeN/A
Net Assets19.74B
Allspring Special Mid Cap Value C
Price$39.74
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets12.25B
JVMAX vs WFPCX Comparison Chart
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JVMAX vs. WFPCX commentary
Apr 16, 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 WFPCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.7B vs. WFPCX (12.3B). JVMAX pays higher dividends than WFPCX: JVMAX (0.61) vs WFPCX (0.27). JVMAX was incepted earlier than WFPCX: JVMAX (28 years) vs WFPCX (18 years). WFPCX (1.87) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. WFPCX (19.00). JVMAX (1000) and WFPCX (1000) have matching initial minimum investment requirements. WFPCX annual gain was more profitable for investors over the last year : -7.02 vs. JVMAX (-11.41). JVMAX return over 5 years is better than : 54.20 vs. WFPCX (41.20).
| JVMAX | WFPCX | JVMAX / WFPCX | |
| Total Expense Ratio | 1.12 | 1.87 | 60% |
| Annual Report Gross Expense Ratio | 1.13 | 1.87 | 60% |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | -7.238 | -7.199 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 12.3B | 160% |
| Annual Yield % from dividends | 0.61 | 0.27 | 227% |
| Returns for 1 year | -11.41 | -7.02 | 163% |
| Returns for 3 years | -7.73 | -11.37 | 68% |
| Returns for 5 years | 54.20 | 41.20 | 132% |
| Returns for 10 years | 21.01 | 25.62 | 82% |
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