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JVMSX vs WFPAX
JVMSX vs WFPAX Comparison
Open Charts JVMSX vs WFPAX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Allspring Special Mid Cap Value A
Price$45.62
Change-$0.57 (-1.23%)
VolumeN/A
Net Assets12.94B
JVMSX vs WFPAX Comparison Chart
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JVMSX vs. WFPAX commentary
Jun 16, 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 JVMSX is a StrongBuy and WFPAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. WFPAX (12.9B). WFPAX pays higher dividends than JVMSX: WFPAX (0.99) vs JVMSX (0.43). JVMSX was incepted earlier than WFPAX: JVMSX (13 years) vs WFPAX (18 years). JVMSX (1.26) is less costly to investors than WFPAX (1.12). JVMSX is a more actively managed with annual turnover of: 47.00 vs. WFPAX (19.00). JVMSX has a lower initial minimum investment than WFPAX: JVMSX (0) vs WFPAX (1000). WFPAX annual gain was more profitable for investors over the last year : -2.16 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. WFPAX (39.07).
| JVMSX | WFPAX | JVMSX / WFPAX | |
| Total Expense Ratio | 1.25 | 1.12 | 112% |
| Annual Report Gross Expense Ratio | 1.26 | 1.12 | 113% |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 2.313 | -0.826 | -280% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 12.9B | 167% |
| Annual Yield % from dividends | 0.43 | 0.99 | 44% |
| Returns for 1 year | -3.29 | -2.16 | 152% |
| Returns for 3 years | 15.80 | 8.73 | 181% |
| Returns for 5 years | 50.13 | 39.07 | 128% |
| Returns for 10 years | 33.43 | 43.54 | 77% |
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