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JVMTX vs WFPRX
JVMTX vs WFPRX Comparison
Open Charts JVMTX vs WFPRX
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Allspring Special Mid Cap Value R6
Price$47.51
Change-$0.58 (-1.21%)
VolumeN/A
Net Assets12.94B
JVMTX vs WFPRX Comparison Chart
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JVMTX vs. WFPRX commentary
Jun 15, 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 WFPRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. WFPRX (12.9B). WFPRX pays higher dividends than JVMTX: WFPRX (1.35) vs JVMTX (0.67). JVMTX was incepted earlier than WFPRX: JVMTX (12 years) vs WFPRX (12 years). JVMTX (1.11) is less costly to investors than WFPRX (0.70). JVMTX is a more actively managed with annual turnover of: 47.00 vs. WFPRX (19.00). JVMTX (0) and WFPRX (0) have matching initial minimum investment requirements. WFPRX annual gain was more profitable for investors over the last year : -1.49 vs. JVMTX (-3.01). JVMTX return over 5 years is better than : 51.48 vs. WFPRX (42.45).
| JVMTX | WFPRX | JVMTX / WFPRX | |
| Total Expense Ratio | 1.00 | 0.70 | 143% |
| Annual Report Gross Expense Ratio | 1.11 | 0.70 | 159% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 2.453 | -0.627 | -391% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 12.9B | 167% |
| Annual Yield % from dividends | 0.67 | 1.35 | 50% |
| Returns for 1 year | -3.01 | -1.49 | 202% |
| Returns for 3 years | 16.50 | 10.50 | 157% |
| Returns for 5 years | 51.48 | 42.45 | 121% |
| Returns for 10 years | 35.66 | 49.71 | 72% |
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