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JVMIX vs WFPAX
JVMIX vs WFPAX Comparison
Open Charts JVMIX vs WFPAX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
Allspring Special Mid Cap Value A
Price$46.62
Change-$1.62 (-3.36%)
VolumeN/A
Net Assets13.63B
JVMIX vs WFPAX Comparison Chart in %
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JVMIX vs. WFPAX commentary
Feb 05, 2026
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: 24.7B vs. WFPAX (13.6B). JVMIX (0.72) and WFPAX (0.71) have matching dividends . JVMIX was incepted earlier than WFPAX: JVMIX (29 years) vs WFPAX (19 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 (38.00). 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 : 4.96 vs. WFPAX (0.82). JVMIX return over 5 years is better than : 23.04 vs. WFPAX (10.61).
| JVMIX | WFPAX | JVMIX / WFPAX | |
| Total Expense Ratio | 0.85 | 1.12 | 76% |
| Annual Report Gross Expense Ratio | 0.86 | 1.12 | 77% |
| Fund Existence | 29 years | 19 years | - |
| Gain YTD | 5.206 | 6.536 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 13.6B | 182% |
| Annual Yield % from dividends | 0.72 | 0.71 | 101% |
| Returns for 1 year | 4.96 | 0.82 | 602% |
| Returns for 3 years | 11.72 | 4.85 | 242% |
| Returns for 5 years | 23.04 | 10.61 | 217% |
| Returns for 10 years | 78.79 | 78.11 | 101% |
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