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JVMRX vs WFPAX
JVMRX vs WFPAX Comparison
Open Charts JVMRX vs WFPAX
JHancock Disciplined Value Mid Cap R6
Price$26.38
Change+$0.53 (+2.05%)
VolumeN/A
Net Assets20.69B
Allspring Special Mid Cap Value A
Price$44.28
Change+$0.80 (+1.84%)
VolumeN/A
Net Assets12.63B
JVMRX vs WFPAX Comparison Chart
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JVMRX vs. WFPAX commentary
May 05, 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: 20.7B vs. WFPAX (12.6B). WFPAX pays higher dividends than JVMRX: WFPAX (1.02) vs JVMRX (0.96). 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 : -4.16 vs. JVMRX (-6.15). JVMRX return over 5 years is better than : 59.56 vs. WFPAX (48.47).
| 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 | -2.079 | -3.739 | 56% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.7B | 12.6B | 164% |
| Annual Yield % from dividends | 0.96 | 1.02 | 94% |
| Returns for 1 year | -6.15 | -4.16 | 148% |
| Returns for 3 years | 1.82 | -2.39 | -76% |
| Returns for 5 years | 59.56 | 48.47 | 123% |
| Returns for 10 years | 33.70 | 41.29 | 82% |
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