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JVMRX vs WFPAX
JVMRX vs WFPAX Comparison
Open Charts JVMRX vs WFPAX
JVMRX vs WFPAX Comparison Chart in %
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JVMRX vs. WFPAX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. WFPAX (13.3B). JVMRX pays higher dividends than WFPAX: JVMRX (0.78) 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 : 6.87 vs. WFPAX (2.36). JVMRX return over 5 years is better than : 16.23 vs. WFPAX (2.35).
| 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 | 13.693 | 12.431 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 13.3B | 177% |
| Annual Yield % from dividends | 0.78 | 0.67 | 116% |
| Returns for 1 year | 6.87 | 2.36 | 291% |
| Returns for 3 years | 19.09 | 8.97 | 213% |
| Returns for 5 years | 16.23 | 2.35 | 690% |
| Returns for 10 years | 60.66 | 58.50 | 104% |
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