JVMRX
Price
$30.74
Change
+$0.03 (+0.10%)
Updated
Jul 13 closing price
Net Assets
23.28B
WFPRX
Price
$51.26
Change
-$0.01 (-0.02%)
Updated
Jul 13 closing price
Net Assets
13.35B
Interact to see
Advertisement

JVMRX vs WFPRX

JVMRX vs WFPRX Comparison Chart in %
View a ticker or compare two or three
VS
JVMRX vs. WFPRX commentary
Jul 14, 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 WFPRX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. WFPRX (13.3B). WFPRX pays higher dividends than JVMRX: WFPRX (0.99) vs JVMRX (0.78). JVMRX was incepted earlier than WFPRX: JVMRX (15 years) vs WFPRX (13 years). JVMRX (0.75) is less costly to investors than WFPRX (0.70). JVMRX is a more actively managed with annual turnover of: 48.00 vs. WFPRX (38.00). WFPRX has a lower initial minimum investment than JVMRX: WFPRX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 6.32 vs. WFPRX (4.81). JVMRX return over 5 years is better than : 14.37 vs. WFPRX (5.88).
JVMRXWFPRXJVMRX / WFPRX
Total Expense Ratio0.740.70106%
Annual Report Gross Expense Ratio0.750.70107%
Fund Existence15 years13 years-
Gain YTD11.83512.21397%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.3B13.3B175%
Annual Yield % from dividends0.780.9979%
Returns for 1 year6.324.81131%
Returns for 3 years18.1511.57157%
Returns for 5 years14.375.88244%
Returns for 10 years59.7466.5590%
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 %
MIEYX15.52N/A
N/A
MM S&P 500® Index Adm
MPEGX25.42N/A
N/A
Morgan Stanley Inst Discovery I
OWSMX18.21N/A
N/A
Old Westbury Small & Mid Cap Strategies
WBCRX18.88N/A
N/A
William Blair Small-Mid Cap Core R6
FSEPX17.09N/A
N/A
Fidelity Advisor Sustainable U.S. Eq M