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JVMAX vs WFMDX
JVMAX vs WFMDX Comparison
Open Charts JVMAX vs WFMDX
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
Allspring Special Mid Cap Value Admin
Price$47.40
Change-$0.53 (-1.11%)
VolumeN/A
Net Assets13.59B
JVMAX vs WFMDX Comparison Chart
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JVMAX vs. WFMDX commentary
Feb 23, 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 StrongBuy and WFMDX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. WFMDX (13.6B). 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 : 2.24 vs. JVMAX (-2.62). JVMAX return over 5 years is better than : 22.67 vs. WFMDX (14.72).
| 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 | 2.046 | 0.190 | 1,075% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 13.6B | 165% |
| Annual Yield % from dividends | 0.67 | 0.91 | 74% |
| Returns for 1 year | -2.62 | 2.24 | -117% |
| Returns for 3 years | 2.26 | 0.19 | 1,195% |
| Returns for 5 years | 22.67 | 14.72 | 154% |
| Returns for 10 years | 32.20 | 48.10 | 67% |
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