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JVMRX vs WFPAX
JVMRX vs WFPAX Comparison
Open Charts JVMRX vs WFPAX
JHancock Disciplined Value Mid Cap R6
Price$27.85
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
Allspring Special Mid Cap Value A
Price$45.86
Change+$0.46 (+1.01%)
VolumeN/A
Net Assets12.9B
JVMRX vs WFPAX Comparison Chart
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JVMRX vs. WFPAX commentary
Jun 07, 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 JVMRX is a Buy and WFPAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. WFPAX (12.9B). WFPAX pays higher dividends than JVMRX: WFPAX (0.99) vs JVMRX (0.91). JVMRX was incepted earlier than WFPAX: JVMRX (14 years) vs WFPAX (18 years). WFPAX (1.12) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. WFPAX (19.00). WFPAX has a lower initial minimum investment than JVMRX: WFPAX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -2.97 vs. WFPAX (-3.29). JVMRX return over 5 years is better than : 40.13 vs. WFPAX (27.40).
| JVMRX | WFPAX | JVMRX / WFPAX | |
| Total Expense Ratio | 0.75 | 1.12 | 67% |
| Annual Report Gross Expense Ratio | 0.76 | 1.12 | 68% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 2.376 | -1.304 | -182% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 12.9B | 167% |
| Annual Yield % from dividends | 0.91 | 0.99 | 92% |
| Returns for 1 year | -2.97 | -3.29 | 90% |
| Returns for 3 years | 4.82 | -2.77 | -174% |
| Returns for 5 years | 40.13 | 27.40 | 146% |
| Returns for 10 years | 38.58 | 44.20 | 87% |
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