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JVMRX vs WFPAX
JVMRX vs WFPAX Comparison
Open Charts JVMRX vs WFPAX
JHancock Disciplined Value Mid Cap R6
Price$26.93
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets21.11B
Allspring Special Mid Cap Value A
Price$45.53
Change+$0.39 (+0.86%)
VolumeN/A
Net Assets12.96B
JVMRX vs WFPAX Comparison Chart
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JVMRX vs. WFPAX commentary
Apr 04, 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: 21.1B vs. WFPAX (13B). WFPAX pays higher dividends than JVMRX: WFPAX (0.99) vs JVMRX (0.94). 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). WFPAX annual gain was more profitable for investors over the last year : -4.31 vs. JVMRX (-8.55). JVMRX return over 5 years is better than : 88.72 vs. WFPAX (74.69).
| 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 | -1.188 | -1.870 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1B | 13B | 162% |
| Annual Yield % from dividends | 0.94 | 0.99 | 95% |
| Returns for 1 year | -8.55 | -4.31 | 198% |
| Returns for 3 years | -1.65 | -4.45 | 37% |
| Returns for 5 years | 88.72 | 74.69 | 119% |
| Returns for 10 years | 34.08 | 43.59 | 78% |
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