Interact to see
Advertisement
Advertisement
JVMTX vs WFPRX
JVMTX vs WFPRX Comparison
Open Charts JVMTX vs WFPRX
JHancock Disciplined Value Mid Cap R4
Price$27.79
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
Allspring Special Mid Cap Value R6
Price$47.75
Change+$0.48 (+1.02%)
VolumeN/A
Net Assets12.9B
JVMTX vs WFPRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. WFPRX commentary
Jun 07, 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 JVMTX is a Buy and WFPRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. WFPRX (12.9B). WFPRX pays higher dividends than JVMTX: WFPRX (1.35) vs JVMTX (0.67). JVMTX was incepted earlier than WFPRX: JVMTX (12 years) vs WFPRX (12 years). JVMTX (1.11) is less costly to investors than WFPRX (0.70). JVMTX is a more actively managed with annual turnover of: 47.00 vs. WFPRX (19.00). JVMTX (0) and WFPRX (0) have matching initial minimum investment requirements. WFPRX annual gain was more profitable for investors over the last year : -2.62 vs. JVMTX (-3.25). JVMTX return over 5 years is better than : 38.98 vs. WFPRX (30.48).
| JVMTX | WFPRX | JVMTX / WFPRX | |
| Total Expense Ratio | 1.00 | 0.70 | 143% |
| Annual Report Gross Expense Ratio | 1.11 | 0.70 | 159% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 2.267 | -1.129 | -201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 12.9B | 167% |
| Annual Yield % from dividends | 0.67 | 1.35 | 50% |
| Returns for 1 year | -3.25 | -2.62 | 124% |
| Returns for 3 years | 4.26 | -1.20 | -354% |
| Returns for 5 years | 38.98 | 30.48 | 128% |
| Returns for 10 years | 36.45 | 50.37 | 72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EMC | 28.38 | 0.20 | +0.72% |
| Global X Emerging Mkts Great Cnsmr ETF | |||
| BBAX | 53.99 | 0.08 | +0.15% |
| JPMorgan BetaBuilders Dev APAC ex-JpnETF | |||
| SNPG | 45.84 | N/A | N/A |
| Xtrackers S&P 500 Growth Scrd & Scrn ETF | |||
| BKT | 11.44 | -0.10 | -0.87% |
| BlackRock Income Trust | |||
| ASA | 33.81 | -0.65 | -1.89% |
| ASA Gold AND Precious Metals Limited | |||