Interact to see
Advertisement
Advertisement
JVMRX vs WFPAX
JVMRX vs WFPAX Comparison
Open Charts JVMRX vs WFPAX
JHancock Disciplined Value Mid Cap R6
Price$29.98
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets24.02B
Allspring Special Mid Cap Value A
Price$49.21
Change-$0.12 (-0.24%)
VolumeN/A
Net Assets14.04B
JVMRX vs WFPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. WFPAX commentary
Aug 29, 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: 24B vs. WFPAX (14B). WFPAX pays higher dividends than JVMRX: WFPAX (0.95) vs JVMRX (0.86). 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 : 0.90 vs. WFPAX (-1.15). JVMRX return over 5 years is better than : 53.09 vs. WFPAX (39.04).
| 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 | 11.507 | 7.239 | 159% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 14B | 171% |
| Annual Yield % from dividends | 0.86 | 0.95 | 91% |
| Returns for 1 year | 0.90 | -1.15 | -78% |
| Returns for 3 years | 20.98 | 10.41 | 201% |
| Returns for 5 years | 53.09 | 39.04 | 136% |
| Returns for 10 years | 58.84 | 64.67 | 91% |
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 % |
| SEEM | 28.77 | 0.15 | +0.52% |
| SEI Select Emerging Markets Equity ETF | |||
| VONE | 295.21 | 1.00 | +0.34% |
| Vanguard Russell 1000 ETF | |||
| LGOV | 21.53 | 0.07 | +0.33% |
| First Trust Long Duration Opp ETF | |||
| TXS | 35.68 | 0.07 | +0.19% |
| Texas Capital Texas Equity Index ETF | |||
| IDRV | 35.73 | -0.08 | -0.22% |
| iShares Self-Driving EV and Tech ETF | |||