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JVMSX vs WFPAX
JVMSX vs WFPAX Comparison
Open Charts JVMSX vs WFPAX
JHancock Disciplined Value Mid Cap R2
Price$29.65
Change+$0.32 (+1.09%)
VolumeN/A
Net Assets23.85B
Allspring Special Mid Cap Value A
Price$48.43
Change+$0.58 (+1.21%)
VolumeN/A
Net Assets13.4B
JVMSX vs WFPAX Comparison Chart in %
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JVMSX vs. WFPAX commentary
Oct 21, 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 Hold and WFPAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. WFPAX (13.4B). WFPAX pays higher dividends than JVMSX: WFPAX (0.93) vs JVMSX (0.40). JVMSX was incepted earlier than WFPAX: JVMSX (14 years) vs WFPAX (18 years). JVMSX (1.25) is less costly to investors than WFPAX (1.12). JVMSX is a more actively managed with annual turnover of: 49.00 vs. WFPAX (19.00). JVMSX has a lower initial minimum investment than WFPAX: JVMSX (0) vs WFPAX (1000). JVMSX annual gain was more profitable for investors over the last year : -4.30 vs. WFPAX (-5.83). JVMSX return over 5 years is better than : 48.32 vs. WFPAX (35.16).
| JVMSX | WFPAX | JVMSX / WFPAX | |
| Total Expense Ratio | 1.24 | 1.12 | 111% |
| Annual Report Gross Expense Ratio | 1.25 | 1.12 | 112% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 10.593 | 5.283 | 201% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 13.4B | 178% |
| Annual Yield % from dividends | 0.40 | 0.93 | 43% |
| Returns for 1 year | -4.30 | -5.83 | 74% |
| Returns for 3 years | 25.80 | 15.27 | 169% |
| Returns for 5 years | 48.32 | 35.16 | 137% |
| Returns for 10 years | 48.25 | 60.69 | 80% |
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