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JVMAX vs WFPRX
JVMAX vs WFPRX Comparison
Open Charts JVMAX vs WFPRX
JHancock Disciplined Value Mid Cap A
Price$23.31
Change+$0.35 (+1.52%)
VolumeN/A
Net Assets19.24B
Allspring Special Mid Cap Value R6
Price$43.92
Change+$0.64 (+1.48%)
VolumeN/A
Net Assets11.92B
JVMAX vs WFPRX Comparison Chart
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JVMAX vs. WFPRX commentary
Apr 12, 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 WFPRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.2B vs. WFPRX (11.9B). WFPRX pays higher dividends than JVMAX: WFPRX (1.36) vs JVMAX (0.61). JVMAX was incepted earlier than WFPRX: JVMAX (28 years) vs WFPRX (12 years). JVMAX (1.13) is less costly to investors than WFPRX (0.70). JVMAX is a more actively managed with annual turnover of: 47.00 vs. WFPRX (19.00). WFPRX has a lower initial minimum investment than JVMAX: WFPRX (0) vs JVMAX (1000). WFPRX annual gain was more profitable for investors over the last year : -9.80 vs. JVMAX (-15.78). JVMAX (41.84) and WFPRX (40.15) have equivalent 5 years return.
| JVMAX | WFPRX | JVMAX / WFPRX | |
| Total Expense Ratio | 1.12 | 0.70 | 160% |
| Annual Report Gross Expense Ratio | 1.13 | 0.70 | 161% |
| Fund Existence | 28 years | 12 years | - |
| Gain YTD | -9.677 | -9.475 | 102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 11.9B | 161% |
| Annual Yield % from dividends | 0.61 | 1.36 | 45% |
| Returns for 1 year | -15.78 | -9.80 | 161% |
| Returns for 3 years | -9.52 | -9.02 | 106% |
| Returns for 5 years | 41.84 | 40.15 | 104% |
| Returns for 10 years | 16.95 | 37.02 | 46% |
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