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JVMAX vs WFMDX
JVMAX vs WFMDX Comparison
Open Charts JVMAX vs WFMDX
JHancock Disciplined Value Mid Cap A
Price$29.94
Change-$0.29 (-0.96%)
VolumeN/A
CapitalizationN/A
Allspring Special Mid Cap Value Admin
Price$52.90
Change-$0.64 (-1.20%)
VolumeN/A
CapitalizationN/A
JVMAX vs WFMDX Comparison Chart
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JVMAX vs. WFMDX commentary
Nov 15, 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 Buy and WFMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. WFMDX (14.4B). WFMDX pays higher dividends than JVMAX: WFMDX (0.91) vs JVMAX (0.67). JVMAX was incepted earlier than WFMDX: JVMAX (27 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 : 21.52 vs. WFMDX (20.24). JVMAX return over 5 years is better than : 43.79 vs. WFMDX (27.71).
| JVMAX | WFMDX | JVMAX / WFMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 20 years | - |
| Gain YTD | 15.198 | 16.085 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 14.4B | 169% |
| Annual Yield % from dividends | 0.67 | 0.91 | 74% |
| Returns for 1 year | 21.52 | 20.24 | 106% |
| Returns for 3 years | 6.97 | -1.47 | -473% |
| Returns for 5 years | 43.79 | 27.71 | 158% |
| Returns for 10 years | 59.08 | 56.62 | 104% |
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