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JVMSX vs WFPAX
JVMSX vs WFPAX Comparison
Open Charts JVMSX vs WFPAX
JHancock Disciplined Value Mid Cap R2
Price$28.78
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
Allspring Special Mid Cap Value A
Price$46.70
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets12.93B
JVMSX vs WFPAX Comparison Chart in %
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JVMSX vs. WFPAX commentary
Nov 20, 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 JVMSX is a Hold and WFPAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.5B vs. WFPAX (12.9B). WFPAX pays higher dividends than JVMSX: WFPAX (0.94) vs JVMSX (0.41). JVMSX was incepted earlier than WFPAX: JVMSX (14 years) vs WFPAX (18 years). JVMSX (1.25) is less costly to investors than WFPAX (1.12). JVMSX is a more actively managed with annual turnover of: 49.00 vs. WFPAX (19.00). JVMSX has a lower initial minimum investment than WFPAX: JVMSX (0) vs WFPAX (1000). JVMSX annual gain was more profitable for investors over the last year : -6.83 vs. WFPAX (-8.06). JVMSX return over 5 years is better than : 31.03 vs. WFPAX (19.61).
| JVMSX | WFPAX | JVMSX / WFPAX | |
| Total Expense Ratio | 1.24 | 1.12 | 111% |
| Annual Report Gross Expense Ratio | 1.25 | 1.12 | 112% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 7.460 | 1.522 | 490% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 12.9B | 182% |
| Annual Yield % from dividends | 0.41 | 0.94 | 43% |
| Returns for 1 year | -6.83 | -8.06 | 85% |
| Returns for 3 years | 11.77 | 2.02 | 582% |
| Returns for 5 years | 31.03 | 19.61 | 158% |
| Returns for 10 years | 41.49 | 53.33 | 78% |
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