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JVMIX vs WFPAX
JVMIX vs WFPAX Comparison
Open Charts JVMIX vs WFPAX
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
Allspring Special Mid Cap Value A
Price$48.29
Change-$0.17 (-0.35%)
VolumeN/A
Net Assets13.89B
JVMIX vs WFPAX Comparison Chart in %
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JVMIX vs. WFPAX commentary
Aug 17, 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: 23.6B vs. WFPAX (13.9B). WFPAX pays higher dividends than JVMIX: WFPAX (0.95) vs JVMIX (0.76). 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 : 2.91 vs. WFPAX (-1.36). JVMIX return over 5 years is better than : 51.28 vs. WFPAX (36.22).
| 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 | 9.833 | 4.978 | 198% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 13.9B | 170% |
| Annual Yield % from dividends | 0.76 | 0.95 | 81% |
| Returns for 1 year | 2.91 | -1.36 | -215% |
| Returns for 3 years | 13.32 | 3.55 | 376% |
| Returns for 5 years | 51.28 | 36.22 | 142% |
| Returns for 10 years | 46.08 | 53.19 | 87% |
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