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JVMAX vs WFMDX
JVMAX vs WFMDX Comparison
Open Charts JVMAX vs WFMDX
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.44B
Allspring Special Mid Cap Value Admin
Price$43.72
Change+$0.32 (+0.74%)
VolumeN/A
Net Assets12.06B
JVMAX vs WFMDX Comparison Chart
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JVMAX vs. WFMDX commentary
Apr 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 StrongBuy and WFMDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.4B vs. WFMDX (12.1B). WFMDX pays higher dividends than JVMAX: WFMDX (1.03) vs JVMAX (0.61). JVMAX was incepted earlier than WFMDX: JVMAX (28 years) vs WFMDX (20 years). JVMAX (1.13) is less costly to investors than WFMDX (1.05). JVMAX is a more actively managed with annual turnover of: 47.00 vs. WFMDX (19.00). 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 : -6.05 vs. JVMAX (-11.80). JVMAX return over 5 years is better than : 45.43 vs. WFMDX (41.18).
| JVMAX | WFMDX | JVMAX / WFMDX | |
| Total Expense Ratio | 1.12 | 1.05 | 107% |
| Annual Report Gross Expense Ratio | 1.13 | 1.05 | 108% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | -8.576 | -8.265 | 104% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 12.1B | 160% |
| Annual Yield % from dividends | 0.61 | 1.03 | 59% |
| Returns for 1 year | -11.80 | -6.05 | 195% |
| Returns for 3 years | -9.16 | -9.04 | 101% |
| Returns for 5 years | 45.43 | 41.18 | 110% |
| Returns for 10 years | 18.32 | 35.64 | 51% |
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