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JVMTX vs WFPAX
JVMTX vs WFPAX Comparison
Open Charts JVMTX vs WFPAX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Allspring Special Mid Cap Value A
Price$46.62
Change-$1.62 (-3.36%)
VolumeN/A
Net Assets13.63B
JVMTX vs WFPAX Comparison Chart in %
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JVMTX vs. WFPAX commentary
Feb 04, 2026
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: 24.7B vs. WFPAX (13.6B). WFPAX pays higher dividends than JVMTX: WFPAX (0.71) vs JVMTX (0.60). JVMTX was incepted earlier than WFPAX: JVMTX (13 years) vs WFPAX (19 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 (38.00). 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 : 4.79 vs. WFPAX (0.82). JVMTX return over 5 years is better than : 22.28 vs. WFPAX (10.61).
| JVMTX | WFPAX | JVMTX / WFPAX | |
| Total Expense Ratio | 0.99 | 1.12 | 88% |
| Annual Report Gross Expense Ratio | 1.10 | 1.12 | 98% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 5.177 | 6.536 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 13.6B | 182% |
| Annual Yield % from dividends | 0.60 | 0.71 | 84% |
| Returns for 1 year | 4.79 | 0.82 | 582% |
| Returns for 3 years | 11.22 | 4.85 | 231% |
| Returns for 5 years | 22.28 | 10.61 | 210% |
| Returns for 10 years | 76.80 | 78.11 | 98% |
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