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JVMSX vs WFPAX
JVMSX vs WFPAX Comparison
Open Charts JVMSX vs WFPAX
JHancock Disciplined Value Mid Cap R2
Price$29.87
Change+$0.31 (+1.05%)
VolumeN/A
Net Assets24.25B
Allspring Special Mid Cap Value A
Price$48.18
Change+$0.53 (+1.11%)
VolumeN/A
Net Assets13.61B
JVMSX vs WFPAX Comparison Chart in %
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JVMSX vs. WFPAX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. WFPAX (13.6B). WFPAX pays higher dividends than JVMSX: WFPAX (0.91) 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 : -1.31 vs. WFPAX (-4.87). JVMSX return over 5 years is better than : 59.77 vs. WFPAX (42.46).
| 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 | 11.414 | 4.739 | 241% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 13.6B | 178% |
| Annual Yield % from dividends | 0.40 | 0.91 | 44% |
| Returns for 1 year | -1.31 | -4.87 | 27% |
| Returns for 3 years | 33.81 | 19.81 | 171% |
| Returns for 5 years | 59.77 | 42.46 | 141% |
| Returns for 10 years | 60.91 | 69.88 | 87% |
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