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JVMAX vs WFMIX
JVMAX vs WFMIX Comparison
Open Charts JVMAX vs WFMIX
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
Allspring Special Mid Cap Value Inst
Price$45.45
Change-$1.83 (-3.87%)
VolumeN/A
Net Assets13.08B
JVMAX vs WFMIX Comparison Chart
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JVMAX vs. WFMIX commentary
Apr 04, 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: 21.4B vs. WFMIX (13.1B). 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 : -3.25 vs. JVMAX (-8.70). JVMAX return over 5 years is better than : 86.30 vs. WFMIX (79.78).
| 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 | -0.118 | -0.943 | 13% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 13.1B | 163% |
| Annual Yield % from dividends | 0.61 | 1.26 | 49% |
| Returns for 1 year | -8.70 | -3.25 | 268% |
| Returns for 3 years | -2.01 | -1.91 | 105% |
| Returns for 5 years | 86.30 | 79.78 | 108% |
| Returns for 10 years | 28.82 | 48.92 | 59% |
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