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JVMRX vs WFPAX
JVMRX vs WFPAX Comparison
Open Charts JVMRX vs WFPAX
JHancock Disciplined Value Mid Cap R6
Price$28.90
Change-$0.17 (-0.58%)
VolumeN/A
Net Assets23.32B
Allspring Special Mid Cap Value A
Price$47.18
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets13.62B
JVMRX vs WFPAX Comparison Chart in %
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JVMRX vs. WFPAX commentary
Aug 08, 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 Hold and WFPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. WFPAX (13.6B). WFPAX pays higher dividends than JVMRX: WFPAX (0.95) vs JVMRX (0.86). 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: 49.00 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 : 4.38 vs. WFPAX (-0.78). JVMRX return over 5 years is better than : 51.76 vs. WFPAX (34.05).
| 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 | 7.906 | 2.457 | 322% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 13.6B | 171% |
| Annual Yield % from dividends | 0.86 | 0.95 | 91% |
| Returns for 1 year | 4.38 | -0.78 | -563% |
| Returns for 3 years | 16.07 | 4.78 | 336% |
| Returns for 5 years | 51.76 | 34.05 | 152% |
| Returns for 10 years | 44.89 | 50.06 | 90% |
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