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JVMTX vs WFPAX
JVMTX vs WFPAX Comparison
Open Charts JVMTX vs WFPAX
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Allspring Special Mid Cap Value A
Price$51.14
Change-$0.26 (-0.51%)
VolumeN/A
CapitalizationN/A
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JVMTX vs WFPAX Comparison Chart
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JVMTX vs. WFPAX commentary
Sep 21, 2024
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 JVMTX is a Buy and WFPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. WFPAX (14.2B). WFPAX pays higher dividends than JVMTX: WFPAX (0.89) vs JVMTX (0.73). JVMTX was incepted earlier than WFPAX: JVMTX (11 years) vs WFPAX (17 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. WFPAX (27.00). JVMTX has a lower initial minimum investment than WFPAX: JVMTX (0) vs WFPAX (1000). JVMTX (16.17) and WFPAX (15.54) have marching annual gain over last year. JVMTX return over 5 years is better than : 42.36 vs. WFPAX (30.29).
| JVMTX | WFPAX | JVMTX / WFPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 10.022 | 14.459 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 14.2B | 165% |
| Annual Yield % from dividends | 0.73 | 0.89 | 82% |
| Returns for 1 year | 16.17 | 15.54 | 104% |
| Returns for 3 years | 10.42 | 4.04 | 258% |
| Returns for 5 years | 42.36 | 30.29 | 140% |
| Returns for 10 years | 58.91 | 55.44 | 106% |