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JVMRX vs WFPAX
JVMRX vs WFPAX Comparison
Open Charts JVMRX vs WFPAX
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Allspring Special Mid Cap Value A
Price$51.14
Change-$0.26 (-0.51%)
VolumeN/A
CapitalizationN/A
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JVMRX vs WFPAX Comparison Chart
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JVMRX vs. WFPAX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. WFPAX (14.2B). 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 : 16.48 vs. WFPAX (15.54). JVMRX return over 5 years is better than : 43.53 vs. WFPAX (30.29).
| 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 | 10.234 | 14.459 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 14.2B | 165% |
| Annual Yield % from dividends | 0.93 | 0.89 | 105% |
| Returns for 1 year | 16.48 | 15.54 | 106% |
| Returns for 3 years | 10.98 | 4.04 | 272% |
| Returns for 5 years | 43.53 | 30.29 | 144% |
| Returns for 10 years | 61.39 | 55.44 | 111% |