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JVMTX vs WFPAX
JVMTX vs WFPAX Comparison
Open Charts JVMTX vs WFPAX
JHancock Disciplined Value Mid Cap R4
Price$30.18
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
Allspring Special Mid Cap Value A
Price$49.17
Change-$0.07 (-0.14%)
VolumeN/A
Net Assets14.13B
JVMTX vs WFPAX Comparison Chart in %
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JVMTX vs. WFPAX commentary
Sep 09, 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 Buy and WFPAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.4B vs. WFPAX (14.1B). WFPAX pays higher dividends than JVMTX: WFPAX (0.91) vs JVMTX (0.62). JVMTX was incepted earlier than WFPAX: JVMTX (12 years) vs WFPAX (18 years). WFPAX (1.12) and JVMTX (1.10) have similar cost to investors . JVMTX is a more actively managed with annual turnover of: 49.00 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 : 2.74 vs. WFPAX (-0.10). JVMTX return over 5 years is better than : 54.13 vs. WFPAX (40.48).
| JVMTX | WFPAX | JVMTX / WFPAX | |
| Total Expense Ratio | 0.99 | 1.12 | 88% |
| Annual Report Gross Expense Ratio | 1.10 | 1.12 | 98% |
| Fund Existence | 12 years | 18 years | - |
| Gain YTD | 11.891 | 7.304 | 163% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 14.1B | 173% |
| Annual Yield % from dividends | 0.62 | 0.91 | 68% |
| Returns for 1 year | 2.74 | -0.10 | -2,718% |
| Returns for 3 years | 24.58 | 13.98 | 176% |
| Returns for 5 years | 54.13 | 40.48 | 134% |
| Returns for 10 years | 57.10 | 64.98 | 88% |
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