Ad is loading...
JVMTX vs WFPAX
JVMTX vs WFPAX Comparison
Open Charts JVMTX vs WFPAX
JHancock Disciplined Value Mid Cap R4
Price$31.53
Change-$0.31 (-0.97%)
VolumeN/A
CapitalizationN/A
Allspring Special Mid Cap Value A
Price$51.51
Change-$0.62 (-1.19%)
VolumeN/A
CapitalizationN/A
JVMTX vs WFPAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. WFPAX commentary
Nov 15, 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: 24.3B vs. WFPAX (14.4B). 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 annual gain was more profitable for investors over the last year : 23.16 vs. WFPAX (21.59). JVMTX return over 5 years is better than : 46.87 vs. WFPAX (28.07).
| 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 | 16.459 | 17.410 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 14.4B | 169% |
| Annual Yield % from dividends | 0.73 | 0.89 | 82% |
| Returns for 1 year | 23.16 | 21.59 | 107% |
| Returns for 3 years | 9.15 | -1.00 | -914% |
| Returns for 5 years | 46.87 | 28.07 | 167% |
| Returns for 10 years | 64.84 | 56.09 | 116% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| UDOW | 105.76 | 0.25 | +0.24% |
| ProShares UltraPro Dow30 | |||
| MSTI | 20.49 | 0.01 | +0.05% |
| Madison Short-Term Strategic Income ETF | |||
| FUNL | 44.09 | 0.02 | +0.04% |
| CornerCap Fundametrics® Lrg-Cap ETF FUNL | |||
| CID | 33.01 | N/A | N/A |
| VictoryShares International High Div Volatility Wtd ETF | |||
| VIGI | 82.38 | -0.53 | -0.64% |
| Vanguard Intl Div Apprec ETF | |||