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JVMRX vs WFPAX
JVMRX vs WFPAX Comparison
Open Charts JVMRX vs WFPAX
JHancock Disciplined Value Mid Cap R6
Price$29.91
Change+$0.32 (+1.08%)
VolumeN/A
Net Assets23.85B
Allspring Special Mid Cap Value A
Price$48.43
Change+$0.58 (+1.21%)
VolumeN/A
Net Assets13.4B
JVMRX vs WFPAX Comparison Chart in %
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JVMRX vs. WFPAX commentary
Oct 21, 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 JVMRX is a Hold and WFPAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. WFPAX (13.4B). WFPAX pays higher dividends than JVMRX: WFPAX (0.93) vs JVMRX (0.84). JVMRX was incepted earlier than WFPAX: JVMRX (14 years) vs WFPAX (18 years). WFPAX (1.12) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. WFPAX (19.00). WFPAX has a lower initial minimum investment than JVMRX: WFPAX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -3.79 vs. WFPAX (-5.83). JVMRX return over 5 years is better than : 50.85 vs. WFPAX (35.16).
| JVMRX | WFPAX | JVMRX / WFPAX | |
| Total Expense Ratio | 0.74 | 1.12 | 66% |
| Annual Report Gross Expense Ratio | 0.75 | 1.12 | 67% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 11.024 | 5.283 | 209% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 13.4B | 178% |
| Annual Yield % from dividends | 0.84 | 0.93 | 90% |
| Returns for 1 year | -3.79 | -5.83 | 65% |
| Returns for 3 years | 27.14 | 15.27 | 178% |
| Returns for 5 years | 50.85 | 35.16 | 145% |
| Returns for 10 years | 53.00 | 60.69 | 87% |
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