Interact to see
Advertisement
Advertisement
JVMTX vs WFPRX
JVMTX vs WFPRX Comparison
Open Charts JVMTX vs WFPRX
JHancock Disciplined Value Mid Cap R4
Price$29.11
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets22.58B
Allspring Special Mid Cap Value R6
Price$49.20
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets13.17B
JVMTX vs WFPRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. WFPRX commentary
Jul 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. WFPRX (13.2B). WFPRX pays higher dividends than JVMTX: WFPRX (1.32) vs JVMTX (0.65). 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: 49.00 vs. WFPRX (19.00). JVMTX (0) and WFPRX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -1.55 vs. WFPRX (-2.90). JVMTX return over 5 years is better than : 56.21 vs. WFPRX (43.68).
| 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 | 7.878 | 3.012 | 262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 13.2B | 171% |
| Annual Yield % from dividends | 0.65 | 1.32 | 49% |
| Returns for 1 year | -1.55 | -2.90 | 53% |
| Returns for 3 years | 23.85 | 13.57 | 176% |
| Returns for 5 years | 56.21 | 43.68 | 129% |
| Returns for 10 years | 44.77 | 58.17 | 77% |
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 % |
| AVSE | 60.12 | 0.43 | +0.73% |
| Avantis Responsible Emerging Mkts Eq ETF | |||
| PDBC | 13.41 | 0.09 | +0.68% |
| Invesco Optm Yd Dvrs Cdty Stra No K1 ETF | |||
| JVAL | 44.94 | 0.28 | +0.64% |
| JPMorgan US Value Factor ETF | |||
| UCIB | 26.82 | 0.15 | +0.58% |
| UBS ETRACS BgCstMtCdy(CMCI)TtlRetETNSerB | |||
| NOVM | 31.60 | 0.07 | +0.22% |
| FT Vest U.S. Eq Max Buffr ETF – Nov | |||