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JVMTX vs WFPAX
JVMTX vs WFPAX Comparison
Open Charts JVMTX vs WFPAX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Allspring Special Mid Cap Value A
Price$47.46
Change+$0.11 (+0.23%)
VolumeN/A
Net Assets13.33B
JVMTX vs WFPAX Comparison Chart in %
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JVMTX vs. WFPAX commentary
Jul 07, 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 JVMTX is a StrongBuy and WFPAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. WFPAX (13.3B). WFPAX pays higher dividends than JVMTX: WFPAX (0.97) vs JVMTX (0.65). JVMTX was incepted earlier than WFPAX: JVMTX (12 years) vs WFPAX (18 years). WFPAX (1.12) and JVMTX (1.11) have similar cost to investors . JVMTX is a more actively managed with annual turnover of: 47.00 vs. WFPAX (19.00). JVMTX has a lower initial minimum investment than WFPAX: JVMTX (0) vs WFPAX (1000). JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. WFPAX (2.02). JVMTX return over 5 years is better than : 61.96 vs. WFPAX (45.28).
| JVMTX | WFPAX | JVMTX / WFPAX | |
| Total Expense Ratio | 1.00 | 1.12 | 89% |
| Annual Report Gross Expense Ratio | 1.11 | 1.12 | 99% |
| Fund Existence | 12 years | 18 years | - |
| Gain YTD | 8.361 | 3.174 | 263% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 13.3B | 170% |
| Annual Yield % from dividends | 0.65 | 0.97 | 67% |
| Returns for 1 year | 3.31 | 2.02 | 164% |
| Returns for 3 years | 23.47 | 11.02 | 213% |
| Returns for 5 years | 61.96 | 45.28 | 137% |
| Returns for 10 years | 46.97 | 52.89 | 89% |
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