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JVMIX vs WFPAX
JVMIX vs WFPAX Comparison
Open Charts JVMIX vs WFPAX
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
Allspring Special Mid Cap Value A
Price$49.17
Change-$0.07 (-0.14%)
VolumeN/A
Net Assets14.13B
JVMIX vs WFPAX Comparison Chart in %
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JVMIX vs. WFPAX commentary
Sep 09, 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 Buy and WFPAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. WFPAX (14.1B). WFPAX pays higher dividends than JVMIX: WFPAX (0.91) vs JVMIX (0.74). JVMIX was incepted earlier than WFPAX: JVMIX (28 years) vs WFPAX (18 years). WFPAX (1.12) is less costly to investors than JVMIX (0.86). 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 : 2.91 vs. WFPAX (-0.10). JVMIX return over 5 years is better than : 54.86 vs. WFPAX (40.48).
| JVMIX | WFPAX | JVMIX / WFPAX | |
| Total Expense Ratio | 0.85 | 1.12 | 76% |
| Annual Report Gross Expense Ratio | 0.86 | 1.12 | 77% |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | 11.985 | 7.304 | 164% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 14.1B | 172% |
| Annual Yield % from dividends | 0.74 | 0.91 | 81% |
| Returns for 1 year | 2.91 | -0.10 | -2,887% |
| Returns for 3 years | 24.95 | 13.98 | 178% |
| Returns for 5 years | 54.86 | 40.48 | 136% |
| Returns for 10 years | 58.60 | 64.98 | 90% |
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