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JVMRX vs WFPAX
JVMRX vs WFPAX Comparison
Open Charts JVMRX vs WFPAX
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
Allspring Special Mid Cap Value A
Price$48.29
Change-$0.17 (-0.35%)
VolumeN/A
Net Assets13.89B
JVMRX vs WFPAX Comparison Chart in %
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JVMRX vs. WFPAX commentary
Aug 17, 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.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. WFPAX (13.9B). WFPAX pays higher dividends than JVMRX: WFPAX (0.95) vs JVMRX (0.86). 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: 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 : 2.99 vs. WFPAX (-1.36). JVMRX return over 5 years is better than : 51.75 vs. WFPAX (36.22).
| 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 | 9.874 | 4.978 | 198% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 13.9B | 170% |
| Annual Yield % from dividends | 0.86 | 0.95 | 91% |
| Returns for 1 year | 2.99 | -1.36 | -220% |
| Returns for 3 years | 13.52 | 3.55 | 381% |
| Returns for 5 years | 51.75 | 36.22 | 143% |
| Returns for 10 years | 46.91 | 53.19 | 88% |
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