Interact to see
Advertisement
Advertisement
JVMIX vs WFPAX
JVMIX vs WFPAX Comparison
Open Charts JVMIX vs WFPAX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Allspring Special Mid Cap Value A
Price$48.46
Change+$0.21 (+0.44%)
VolumeN/A
Net Assets13.57B
JVMIX vs WFPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. WFPAX commentary
Jul 27, 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 JVMIX is a StrongBuy and WFPAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. WFPAX (13.6B). WFPAX pays higher dividends than JVMIX: WFPAX (0.97) vs JVMIX (0.78). JVMIX was incepted earlier than WFPAX: JVMIX (28 years) vs WFPAX (18 years). WFPAX (1.12) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. WFPAX (19.00). WFPAX has a lower initial minimum investment than JVMIX: WFPAX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 1.20 vs. WFPAX (0.74). JVMIX return over 5 years is better than : 58.07 vs. WFPAX (44.17).
| JVMIX | WFPAX | JVMIX / WFPAX | |
| Total Expense Ratio | 0.87 | 1.12 | 78% |
| Annual Report Gross Expense Ratio | 0.88 | 1.12 | 79% |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | 9.314 | 5.348 | 174% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 13.6B | 170% |
| Annual Yield % from dividends | 0.78 | 0.97 | 80% |
| Returns for 1 year | 1.20 | 0.74 | 162% |
| Returns for 3 years | 21.47 | 10.87 | 197% |
| Returns for 5 years | 58.07 | 44.17 | 131% |
| Returns for 10 years | 50.28 | 57.37 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers