Interact to see
Advertisement
Advertisement
JVMAX vs WFMDX
JVMAX vs WFMDX Comparison
Open Charts JVMAX vs WFMDX
JHancock Disciplined Value Mid Cap A
Price$27.35
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets23.44B
Allspring Special Mid Cap Value Admin
Price$48.06
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets12.94B
JVMAX vs WFMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. WFMDX commentary
Nov 20, 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: 23.4B vs. WFMDX (12.9B). WFMDX pays higher dividends than JVMAX: WFMDX (0.98) vs JVMAX (0.56). JVMAX was incepted earlier than WFMDX: JVMAX (28 years) vs WFMDX (21 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 (-7.80) and WFMDX (-8.01) have marching annual gain over last year. JVMAX return over 5 years is better than : 28.75 vs. WFMDX (20.14).
| 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 | 21 years | - |
| Gain YTD | 7.356 | 1.628 | 452% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 12.9B | 181% |
| Annual Yield % from dividends | 0.56 | 0.98 | 57% |
| Returns for 1 year | -7.80 | -8.01 | 97% |
| Returns for 3 years | 10.81 | 2.75 | 393% |
| Returns for 5 years | 28.75 | 20.14 | 143% |
| Returns for 10 years | 39.29 | 55.72 | 71% |
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 % |
| QLVE | 29.57 | N/A | N/A |
| FlexShares EMs Quality Lw Vol ETF | |||
| JHPI | 22.88 | -0.01 | -0.04% |
| JHancock Preferred Income ETF | |||
| FEM | 26.62 | -0.22 | -0.84% |
| First Trust Emerging Mrkts AlphaDEX® ETF | |||
| XT | 72.31 | -0.68 | -0.93% |
| iShares Future Exponential Techs ETF | |||
| HSBH | 78.72 | -1.63 | -2.03% |
| HSBC HOLDINGS PLC ADRHEDGED HSBH | |||