Interact to see
Advertisement
Advertisement
JVMRX vs WFPAX
JVMRX vs WFPAX Comparison
Open Charts JVMRX vs WFPAX
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
Allspring Special Mid Cap Value A
Price$46.70
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets12.93B
JVMRX vs WFPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. WFPAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. WFPAX (12.9B). WFPAX pays higher dividends than JVMRX: WFPAX (0.94) vs JVMRX (0.85). JVMRX was incepted earlier than WFPAX: JVMRX (14 years) vs WFPAX (18 years). WFPAX (1.12) is less costly to investors than JVMRX (0.75). 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 : -6.35 vs. WFPAX (-8.06). JVMRX return over 5 years is better than : 33.25 vs. WFPAX (19.61).
| JVMRX | WFPAX | JVMRX / WFPAX | |
| Total Expense Ratio | 0.74 | 1.12 | 66% |
| Annual Report Gross Expense Ratio | 0.75 | 1.12 | 67% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 7.906 | 1.522 | 520% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 12.9B | 182% |
| Annual Yield % from dividends | 0.85 | 0.94 | 91% |
| Returns for 1 year | -6.35 | -8.06 | 79% |
| Returns for 3 years | 12.97 | 2.02 | 641% |
| Returns for 5 years | 33.25 | 19.61 | 170% |
| Returns for 10 years | 46.00 | 53.33 | 86% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FLJH | 38.47 | 0.41 | +1.08% |
| Franklin FTSE Japan Hedged ETF | |||
| FFA | 21.22 | 0.19 | +0.90% |
| First Trust Enhanced Equity Income Fund | |||
| SUSA | 135.37 | 0.53 | +0.39% |
| iShares ESG Optimized MSCI USA ETF | |||
| WCME | 17.10 | -0.05 | -0.30% |
| First Trust WCM Devpg Wld Eq ETF | |||
| MYLD | 24.78 | -0.10 | -0.39% |
| Cambria Micro and Smcp Shld Yld ETF | |||