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JVMAX vs WFMDX
JVMAX vs WFMDX Comparison
Open Charts JVMAX vs WFMDX
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
Allspring Special Mid Cap Value Admin
Price$48.31
Change+$0.17 (+0.35%)
VolumeN/A
Net Assets13.49B
JVMAX vs WFMDX Comparison Chart
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JVMAX vs. WFMDX commentary
Jan 19, 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 JVMAX is a Hold and WFMDX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. WFMDX (13.5B). WFMDX pays higher dividends than JVMAX: WFMDX (0.91) vs JVMAX (0.67). JVMAX was incepted earlier than WFMDX: JVMAX (28 years) vs WFMDX (20 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. WFMDX (27.00). JVMAX has a lower initial minimum investment than WFMDX: JVMAX (1000) vs WFMDX (1000000). WFMDX annual gain was more profitable for investors over the last year : 9.82 vs. JVMAX (4.82). JVMAX return over 5 years is better than : 23.77 vs. WFMDX (16.79).
| JVMAX | WFMDX | JVMAX / WFMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 3.777 | 2.114 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 13.5B | 171% |
| Annual Yield % from dividends | 0.67 | 0.91 | 74% |
| Returns for 1 year | 4.82 | 9.82 | 49% |
| Returns for 3 years | -0.09 | -0.86 | 10% |
| Returns for 5 years | 23.77 | 16.79 | 142% |
| Returns for 10 years | 42.53 | 61.42 | 69% |
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