Interact to see
Advertisement
Advertisement
JVMTX vs WFPRX
JVMTX vs WFPRX Comparison
Open Charts JVMTX vs WFPRX
JHancock Disciplined Value Mid Cap R4
Price$29.31
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Allspring Special Mid Cap Value R6
Price$50.32
Change-$0.18 (-0.36%)
VolumeN/A
Net Assets13.89B
JVMTX vs WFPRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. WFPRX commentary
Aug 18, 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 WFPRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. WFPRX (13.9B). WFPRX pays higher dividends than JVMTX: WFPRX (1.29) vs JVMTX (0.64). 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: 49.00 vs. WFPRX (19.00). JVMTX (0) and WFPRX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 0.62 vs. WFPRX (-0.70). JVMTX return over 5 years is better than : 49.36 vs. WFPRX (39.49).
| 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 | 8.919 | 5.250 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 13.9B | 170% |
| Annual Yield % from dividends | 0.64 | 1.29 | 49% |
| Returns for 1 year | 0.62 | -0.70 | -89% |
| Returns for 3 years | 11.58 | 5.22 | 222% |
| Returns for 5 years | 49.36 | 39.49 | 125% |
| Returns for 10 years | 43.95 | 59.74 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DNL | 39.53 | 0.07 | +0.18% |
| WisdomTree Global ex-US Qual Div Gr ETF | |||
| FFEM | 29.50 | -0.01 | -0.04% |
| Fidelity Fundamental Emerging Mkts ETF | |||
| OWNS | 17.20 | -0.05 | -0.32% |
| CCM Affordable Housing MBS ETF | |||
| TPHE | 25.62 | -0.18 | -0.69% |
| Timothy Plan High Dividend Stock Enh ETF | |||
| SLYV | 84.78 | -0.60 | -0.70% |
| SPDR® S&P 600 Small Cap Value ETF | |||