JVMRX
Price
$31.37
Change
+$0.27 (+0.87%)
Updated
Sep 11 closing price
Net Assets
23.18B
WFPCX
Price
$45.10
Change
-$0.23 (-0.51%)
Updated
Sep 11 closing price
Net Assets
12.77B
Interact to see
Advertisement

JVMRX vs WFPCX

JVMRX vs WFPCX Comparison Chart in %
View a ticker or compare two or three
VS
JVMRX vs. WFPCX commentary
Sep 12, 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 Buy and WFPCX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. WFPCX (12.8B). JVMRX pays higher dividends than WFPCX: JVMRX (0.74) vs WFPCX (0.03). JVMRX was incepted earlier than WFPCX: JVMRX (15 years) vs WFPCX (19 years). WFPCX (1.86) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. WFPCX (38.00). WFPCX has a lower initial minimum investment than JVMRX: WFPCX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 2.46 vs. WFPCX (-2.17). JVMRX return over 5 years is better than : 16.49 vs. WFPCX (-4.46).
JVMRXWFPCXJVMRX / WFPCX
Total Expense Ratio0.741.8640%
Annual Report Gross Expense Ratio0.751.8640%
Fund Existence15 years19 years-
Gain YTD13.25610.469127%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets23.2B12.8B181%
Annual Yield % from dividends0.740.032,344%
Returns for 1 year2.46-2.17-114%
Returns for 3 years21.938.16269%
Returns for 5 years16.49-4.46-370%
Returns for 10 years61.5344.44138%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IPLIX30.88N/A
N/A
Voya Index Plus LargeCap Port I
TRCVX34.71N/A
N/A
Nuveen Large Cap Value Idx Retire
PSKCX21.71N/A
N/A
Virtus KAR Mid-Cap Growth C
TWQAX19.50N/A
N/A
Transamerica Large Cap Value A
CAMSX18.50N/A
N/A
Cambiar Small Cap Inv