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JVMTX vs WFPCX
JVMTX vs WFPCX Comparison
Open Charts JVMTX vs WFPCX
JHancock Disciplined Value Mid Cap R4
Price$29.11
Change-$0.40 (-1.36%)
VolumeN/A
CapitalizationN/A
Allspring Special Mid Cap Value C
Price$46.12
Change-$0.46 (-0.99%)
VolumeN/A
CapitalizationN/A
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JVMTX vs WFPCX Comparison Chart
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JVMTX vs. WFPCX commentary
Sep 08, 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 StrongBuy and WFPCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.3B vs. WFPCX (13.7B). JVMTX pays higher dividends than WFPCX: JVMTX (0.73) vs WFPCX (0.00). JVMTX was incepted earlier than WFPCX: JVMTX (11 years) vs WFPCX (17 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. WFPCX (27.00). JVMTX has a lower initial minimum investment than WFPCX: JVMTX (0) vs WFPCX (1000). JVMTX (13.32) and WFPCX (12.97) have marching annual gain over last year. JVMTX return over 5 years is better than : 41.51 vs. WFPCX (25.36).
| JVMTX | WFPCX | JVMTX / WFPCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 7.937 | 12.803 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 13.7B | 163% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 13.32 | 12.97 | 103% |
| Returns for 3 years | 6.02 | -2.21 | -273% |
| Returns for 5 years | 41.51 | 25.36 | 164% |
| Returns for 10 years | 53.85 | 41.25 | 131% |