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JVMAX vs WFMDX
JVMAX vs WFMDX Comparison
Open Charts JVMAX vs WFMDX
JHancock Disciplined Value Mid Cap A
Price$28.57
Change+$0.19 (+0.67%)
VolumeN/A
Net Assets24.35B
Allspring Special Mid Cap Value Admin
Price$50.08
Change+$0.34 (+0.68%)
VolumeN/A
Net Assets13.82B
JVMAX vs WFMDX Comparison Chart in %
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JVMAX vs. WFMDX commentary
Sep 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: 24.3B vs. WFMDX (13.8B). WFMDX pays higher dividends than JVMAX: WFMDX (0.95) vs JVMAX (0.55). JVMAX was incepted earlier than WFMDX: JVMAX (28 years) vs WFMDX (20 years). JVMAX (1.11) is less costly to investors than WFMDX (1.05). JVMAX is a more actively managed with annual turnover of: 49.00 vs. WFMDX (19.00). JVMAX has a lower initial minimum investment than WFMDX: JVMAX (1000) vs WFMDX (1000000). JVMAX annual gain was more profitable for investors over the last year : -0.06 vs. WFMDX (-3.65). JVMAX return over 5 years is better than : 52.84 vs. WFMDX (39.42).
| JVMAX | WFMDX | JVMAX / WFMDX | |
| Total Expense Ratio | 1.10 | 1.05 | 105% |
| Annual Report Gross Expense Ratio | 1.11 | 1.05 | 106% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 11.644 | 5.136 | 227% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 13.8B | 176% |
| Annual Yield % from dividends | 0.55 | 0.95 | 58% |
| Returns for 1 year | -0.06 | -3.65 | 2% |
| Returns for 3 years | 22.45 | 11.30 | 199% |
| Returns for 5 years | 52.84 | 39.42 | 134% |
| Returns for 10 years | 52.54 | 65.30 | 80% |
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