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JVMAX vs WFMDX
JVMAX vs WFMDX Comparison
Open Charts JVMAX vs WFMDX
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
Allspring Special Mid Cap Value Admin
Price$47.52
Change-$1.46 (-2.98%)
VolumeN/A
CapitalizationN/A
JVMAX vs WFMDX Comparison Chart
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JVMAX vs. WFMDX commentary
Dec 19, 2024
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 (13.8B). 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). JVMAX annual gain was more profitable for investors over the last year : 10.66 vs. WFMDX (9.04). JVMAX return over 5 years is better than : 39.81 vs. WFMDX (19.35).
| 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 | 12.851 | 7.483 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 13.8B | 170% |
| Annual Yield % from dividends | 0.67 | 0.91 | 74% |
| Returns for 1 year | 10.66 | 9.04 | 118% |
| Returns for 3 years | 16.69 | 3.11 | 537% |
| Returns for 5 years | 39.81 | 19.35 | 206% |
| Returns for 10 years | 55.64 | 58.09 | 96% |
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