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JVMRX vs WFPCX
JVMRX vs WFPCX Comparison
Open Charts JVMRX vs WFPCX
JHancock Disciplined Value Mid Cap R6
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
Allspring Special Mid Cap Value C
Price$41.41
Change+$0.38 (+0.93%)
VolumeN/A
Net Assets12.57B
JVMRX vs WFPCX Comparison Chart
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JVMRX vs. WFPCX commentary
May 09, 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 WFPCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.6B vs. WFPCX (12.6B). JVMRX pays higher dividends than WFPCX: JVMRX (0.96) vs WFPCX (0.28). JVMRX was incepted earlier than WFPCX: JVMRX (14 years) vs WFPCX (18 years). WFPCX (1.87) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. WFPCX (19.00). WFPCX has a lower initial minimum investment than JVMRX: WFPCX (1000) vs JVMRX (1000000). WFPCX (-7.53) and JVMRX (-7.91) have marching annual gain over last year. JVMRX return over 5 years is better than : 53.53 vs. WFPCX (35.62).
| JVMRX | WFPCX | JVMRX / WFPCX | |
| Total Expense Ratio | 0.75 | 1.87 | 40% |
| Annual Report Gross Expense Ratio | 0.76 | 1.87 | 41% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | -2.227 | -4.404 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 12.6B | 163% |
| Annual Yield % from dividends | 0.96 | 0.28 | 347% |
| Returns for 1 year | -7.91 | -7.53 | 105% |
| Returns for 3 years | 5.83 | -2.10 | -278% |
| Returns for 5 years | 53.53 | 35.62 | 150% |
| Returns for 10 years | 31.98 | 29.36 | 109% |
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