Interact to see
Advertisement
Advertisement
JVMTX vs WFPAX
JVMTX vs WFPAX Comparison
Open Charts JVMTX vs WFPAX
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Allspring Special Mid Cap Value A
Price$45.62
Change-$0.57 (-1.23%)
VolumeN/A
Net Assets12.94B
JVMTX vs WFPAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. WFPAX commentary
Jun 16, 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: 21.5B vs. WFPAX (12.9B). WFPAX pays higher dividends than JVMTX: WFPAX (0.99) vs JVMTX (0.67). 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). WFPAX annual gain was more profitable for investors over the last year : -2.16 vs. JVMTX (-3.01). JVMTX return over 5 years is better than : 51.48 vs. WFPAX (39.07).
| 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 | 2.453 | -0.826 | -297% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 12.9B | 167% |
| Annual Yield % from dividends | 0.67 | 0.99 | 68% |
| Returns for 1 year | -3.01 | -2.16 | 139% |
| Returns for 3 years | 16.50 | 8.73 | 189% |
| Returns for 5 years | 51.48 | 39.07 | 132% |
| Returns for 10 years | 35.66 | 43.54 | 82% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers