JVMRX
Price
$28.79
Change
+$0.15 (+0.52%)
Updated
Jan 14 closing price
Net Assets
24.68B
WFPAX
Price
$46.17
Change
+$0.19 (+0.41%)
Updated
Jan 14 closing price
Net Assets
13.62B
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JVMRX vs WFPAX

Header iconJVMRX vs WFPAX Comparison
Open Charts JVMRX vs WFPAXBanner chart's image
JHancock Disciplined Value Mid Cap R6
Price$28.79
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
Allspring Special Mid Cap Value A
Price$46.17
Change+$0.19 (+0.41%)
VolumeN/A
Net Assets13.62B
JVMRX vs WFPAX Comparison Chart in %
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JVMRX vs. WFPAX commentary
Jan 15, 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 JVMRX is a Hold and WFPAX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. WFPAX (13.6B). JVMRX pays higher dividends than WFPAX: JVMRX (0.85) vs WFPAX (0.75). 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 (38.00). 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 : 6.31 vs. WFPAX (1.48). JVMRX return over 5 years is better than : 22.57 vs. WFPAX (10.02).
JVMRXWFPAXJVMRX / WFPAX
Total Expense Ratio0.741.1266%
Annual Report Gross Expense Ratio0.751.1267%
Fund Existence14 years18 years-
Gain YTD4.8435.50788%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets24.7B13.6B182%
Annual Yield % from dividends0.850.75114%
Returns for 1 year6.311.48426%
Returns for 3 years15.115.50275%
Returns for 5 years22.5710.02225%
Returns for 10 years76.3079.2196%
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