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JVMAX vs WFMIX
JVMAX vs WFMIX Comparison
Open Charts JVMAX vs WFMIX
JHancock Disciplined Value Mid Cap A
Price$24.17
Change+$0.40 (+1.68%)
VolumeN/A
Net Assets19.84B
Allspring Special Mid Cap Value Inst
Price$45.27
Change+$0.61 (+1.37%)
VolumeN/A
Net Assets12.3B
JVMAX vs WFMIX Comparison Chart
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JVMAX vs. WFMIX commentary
Apr 25, 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 Buy and WFMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.8B vs. WFMIX (12.3B). WFMIX pays higher dividends than JVMAX: WFMIX (1.26) vs JVMAX (0.61). JVMAX was incepted earlier than WFMIX: JVMAX (28 years) vs WFMIX (20 years). JVMAX (1.13) is less costly to investors than WFMIX (0.80). JVMAX is a more actively managed with annual turnover of: 47.00 vs. WFMIX (19.00). JVMAX has a lower initial minimum investment than WFMIX: JVMAX (1000) vs WFMIX (1000000). WFMIX annual gain was more profitable for investors over the last year : -6.01 vs. JVMAX (-11.62). JVMAX (50.79) and WFMIX (49.46) have equivalent 5 years return.
| JVMAX | WFMIX | JVMAX / WFMIX | |
| Total Expense Ratio | 1.12 | 0.80 | 140% |
| Annual Report Gross Expense Ratio | 1.13 | 0.80 | 141% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | -6.491 | -6.432 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 12.3B | 161% |
| Annual Yield % from dividends | 0.61 | 1.26 | 49% |
| Returns for 1 year | -11.62 | -6.01 | 193% |
| Returns for 3 years | -5.75 | -5.54 | 104% |
| Returns for 5 years | 50.79 | 49.46 | 103% |
| Returns for 10 years | 20.78 | 41.09 | 51% |
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