Interact to see
Advertisement
Advertisement
JVMRX vs WFPAX
JVMRX vs WFPAX Comparison
Open Charts JVMRX vs WFPAX
JVMRX vs WFPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. WFPAX commentary
Aug 20, 2026
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: 24.2B vs. WFPAX (13.4B). JVMRX pays higher dividends than WFPAX: JVMRX (0.75) vs WFPAX (0.67). JVMRX was incepted earlier than WFPAX: JVMRX (15 years) vs WFPAX (19 years). WFPAX (1.11) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. WFPAX (38.00). 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 : 10.04 vs. WFPAX (4.31). JVMRX return over 5 years is better than : 20.69 vs. WFPAX (4.51).
| JVMRX | WFPAX | JVMRX / WFPAX | |
| Total Expense Ratio | 0.74 | 1.11 | 67% |
| Annual Report Gross Expense Ratio | 0.75 | 1.11 | 68% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 17.298 | 14.991 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 13.4B | 181% |
| Annual Yield % from dividends | 0.75 | 0.67 | 113% |
| Returns for 1 year | 10.04 | 4.31 | 233% |
| Returns for 3 years | 27.65 | 16.80 | 165% |
| Returns for 5 years | 20.69 | 4.51 | 458% |
| Returns for 10 years | 64.48 | 59.70 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers