JVMRX
Price
$30.26
Change
+$0.07 (+0.23%)
Updated
Sep 8 closing price
Net Assets
24.38B
WFPAX
Price
$49.17
Change
-$0.07 (-0.14%)
Updated
Sep 8 closing price
Net Assets
14.13B
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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$30.26
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.38B
Allspring Special Mid Cap Value A
Price$49.17
Change-$0.07 (-0.14%)
VolumeN/A
Net Assets14.13B
JVMRX vs WFPAX Comparison Chart in %
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JVMRX vs. WFPAX commentary
Sep 09, 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 Buy and WFPAX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. WFPAX (14.1B). WFPAX pays higher dividends than JVMRX: WFPAX (0.91) 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 : 3.02 vs. WFPAX (-0.10). JVMRX return over 5 years is better than : 55.40 vs. WFPAX (40.48).
JVMRXWFPAXJVMRX / WFPAX
Total Expense Ratio0.741.1266%
Annual Report Gross Expense Ratio0.751.1267%
Fund Existence14 years18 years-
Gain YTD12.0647.304165%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets24.4B14.1B173%
Annual Yield % from dividends0.840.9192%
Returns for 1 year3.02-0.10-2,997%
Returns for 3 years25.2013.98180%
Returns for 5 years55.4040.48137%
Returns for 10 years59.5564.9892%
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