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JVMIX vs WFPAX
JVMIX vs WFPAX Comparison
Open Charts JVMIX vs WFPAX
JVMIX vs WFPAX Comparison Chart in %
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JVMIX vs. WFPAX commentary
Jul 28, 2026
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 JVMIX is a Hold and WFPAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. WFPAX (13.3B). JVMIX (0.68) and WFPAX (0.67) have matching dividends . JVMIX was incepted earlier than WFPAX: JVMIX (29 years) vs WFPAX (19 years). WFPAX (1.11) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. WFPAX (38.00). WFPAX has a lower initial minimum investment than JVMIX: WFPAX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 6.73 vs. WFPAX (2.36). JVMIX return over 5 years is better than : 15.71 vs. WFPAX (2.35).
| JVMIX | WFPAX | JVMIX / WFPAX | |
| Total Expense Ratio | 0.85 | 1.11 | 77% |
| Annual Report Gross Expense Ratio | 0.86 | 1.11 | 77% |
| Fund Existence | 29 years | 19 years | - |
| Gain YTD | 13.615 | 12.431 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 13.3B | 177% |
| Annual Yield % from dividends | 0.68 | 0.67 | 102% |
| Returns for 1 year | 6.73 | 2.36 | 285% |
| Returns for 3 years | 18.73 | 8.97 | 209% |
| Returns for 5 years | 15.71 | 2.35 | 668% |
| Returns for 10 years | 59.46 | 58.50 | 102% |
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