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JVMAX vs WFMIX
JVMAX vs WFMIX Comparison
Open Charts JVMAX vs WFMIX
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
Allspring Special Mid Cap Value Inst
Price$48.06
Change-$1.46 (-2.95%)
VolumeN/A
CapitalizationN/A
JVMAX vs WFMIX Comparison Chart
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JVMAX vs. WFMIX 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 WFMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. WFMIX (13.8B). WFMIX pays higher dividends than JVMAX: WFMIX (1.12) vs JVMAX (0.67). JVMAX was incepted earlier than WFMIX: JVMAX (28 years) vs WFMIX (20 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. WFMIX (27.00). JVMAX has a lower initial minimum investment than WFMIX: JVMAX (1000) vs WFMIX (1000000). JVMAX annual gain was more profitable for investors over the last year : 10.66 vs. WFMIX (9.36). JVMAX return over 5 years is better than : 39.81 vs. WFMIX (20.52).
| JVMAX | WFMIX | JVMAX / WFMIX | |
| 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 | 7.793 | 165% |
| 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 | 1.12 | 59% |
| Returns for 1 year | 10.66 | 9.36 | 114% |
| Returns for 3 years | 16.69 | 3.79 | 441% |
| Returns for 5 years | 39.81 | 20.52 | 194% |
| Returns for 10 years | 55.64 | 61.13 | 91% |
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