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JVMRX vs WFPAX
JVMRX vs WFPAX Comparison
Open Charts JVMRX vs WFPAX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
Allspring Special Mid Cap Value A
Price$47.46
Change+$0.11 (+0.23%)
VolumeN/A
Net Assets13.33B
JVMRX vs WFPAX Comparison Chart in %
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JVMRX vs. WFPAX commentary
Jul 07, 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 StrongBuy and WFPAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. WFPAX (13.3B). WFPAX pays higher dividends than JVMRX: WFPAX (0.97) vs JVMRX (0.88). JVMRX was incepted earlier than WFPAX: JVMRX (14 years) vs WFPAX (18 years). WFPAX (1.12) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 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 : 3.59 vs. WFPAX (2.02). JVMRX return over 5 years is better than : 63.32 vs. WFPAX (45.28).
| JVMRX | WFPAX | JVMRX / WFPAX | |
| Total Expense Ratio | 0.75 | 1.12 | 67% |
| Annual Report Gross Expense Ratio | 0.76 | 1.12 | 68% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 8.500 | 3.174 | 268% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 13.3B | 170% |
| Annual Yield % from dividends | 0.88 | 0.97 | 91% |
| Returns for 1 year | 3.59 | 2.02 | 178% |
| Returns for 3 years | 24.14 | 11.02 | 219% |
| Returns for 5 years | 63.32 | 45.28 | 140% |
| Returns for 10 years | 49.30 | 52.89 | 93% |
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