Ad is loading...
JVMRX vs WFPAX
JVMRX vs WFPAX Comparison
Open Charts JVMRX vs WFPAX
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.34 (+1.14%)
VolumeN/A
CapitalizationN/A
Allspring Special Mid Cap Value A
Price$46.01
Change+$0.03 (+0.07%)
VolumeN/A
CapitalizationN/A
JVMRX vs WFPAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. WFPAX commentary
Dec 24, 2024
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: 20.3B vs. WFPAX (13.4B). JVMRX pays higher dividends than WFPAX: JVMRX (0.93) vs WFPAX (0.89). JVMRX was incepted earlier than WFPAX: JVMRX (13 years) vs WFPAX (17 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. WFPAX (27.00). 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 : 12.41 vs. WFPAX (5.62). JVMRX return over 5 years is better than : 39.58 vs. WFPAX (14.66).
| JVMRX | WFPAX | JVMRX / WFPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 11.633 | 4.717 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3B | 13.4B | 151% |
| Annual Yield % from dividends | 0.93 | 0.89 | 105% |
| Returns for 1 year | 12.41 | 5.62 | 221% |
| Returns for 3 years | 15.35 | -0.72 | -2,143% |
| Returns for 5 years | 39.58 | 14.66 | 270% |
| Returns for 10 years | 58.02 | 50.36 | 115% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| QRFT | 53.68 | 0.66 | +1.25% |
| QRAFT AI-Enhanced US Large Cap ETF | |||
| VEGA | 44.02 | 0.34 | +0.78% |
| AdvisorShares STAR Global Buy-Write ETF | |||
| TLH | 100.04 | 0.41 | +0.41% |
| iShares 10-20 Year Treasury Bond ETF | |||
| DINT | 22.63 | 0.09 | +0.40% |
| Davis Select International ETF | |||
| SCHY | 23.08 | 0.07 | +0.30% |
| Schwab International Dividend Equity ETF | |||