Interact to see
Advertisement
Advertisement
JVMCX vs WFMIX
JVMCX vs WFMIX Comparison
Open Charts JVMCX vs WFMIX
JVMCX vs WFMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMCX vs. WFMIX commentary
Aug 23, 2026
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 JVMCX is a Hold and WFMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.1B vs. WFMIX (13.4B). WFMIX pays higher dividends than JVMCX: WFMIX (0.91) vs JVMCX (0.00). JVMCX was incepted earlier than WFMIX: JVMCX (15 years) vs WFMIX (21 years). JVMCX (1.86) is less costly to investors than WFMIX (0.80). JVMCX is a more actively managed with annual turnover of: 48.00 vs. WFMIX (38.00). JVMCX has a lower initial minimum investment than WFMIX: JVMCX (1000) vs WFMIX (1000000). JVMCX annual gain was more profitable for investors over the last year : 8.91 vs. WFMIX (5.45). JVMCX return over 5 years is better than : 13.44 vs. WFMIX (7.20).
| JVMCX | WFMIX | JVMCX / WFMIX | |
| Total Expense Ratio | 1.85 | 0.80 | 231% |
| Annual Report Gross Expense Ratio | 1.86 | 0.80 | 233% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 16.615 | 15.066 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 13.4B | 180% |
| Annual Yield % from dividends | 0.00 | 0.91 | - |
| Returns for 1 year | 8.91 | 5.45 | 163% |
| Returns for 3 years | 22.42 | 19.08 | 118% |
| Returns for 5 years | 13.44 | 7.20 | 187% |
| Returns for 10 years | 47.48 | 65.34 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DISVX | 35.96 | 0.45 | +1.27% |
| DFA International Small Cap Value I | |||
| GCTMX | 18.81 | 0.21 | +1.13% |
| Goldman Sachs International T/M Eq C | |||
| MGOCX | 33.06 | 0.26 | +0.79% |
| NYLI WMC Enduring Capital Class C | |||
| TSMOX | 19.28 | 0.14 | +0.73% |
| Nuveen Quant Small/Mid Cap Eq Retirement | |||
| CAMSX | 19.31 | 0.13 | +0.68% |
| Cambiar Small Cap Inv | |||