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JVMIX vs WFMDX
JVMIX vs WFMDX Comparison
Open Charts JVMIX vs WFMDX
JVMIX vs WFMDX Comparison Chart in %
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JVMIX vs. WFMDX commentary
Sep 13, 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 JVMIX is a Buy and WFMDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. WFMDX (12.8B). WFMDX pays higher dividends than JVMIX: WFMDX (0.70) vs JVMIX (0.65). JVMIX was incepted earlier than WFMDX: JVMIX (29 years) vs WFMDX (21 years). WFMDX (1.05) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. WFMDX (38.00). JVMIX has a lower initial minimum investment than WFMDX: JVMIX (250000) vs WFMDX (1000000). JVMIX annual gain was more profitable for investors over the last year : 2.36 vs. WFMDX (-0.24). JVMIX return over 5 years is better than : 16.01 vs. WFMDX (2.58).
| JVMIX | WFMDX | JVMIX / WFMDX | |
| Total Expense Ratio | 0.85 | 1.05 | 81% |
| Annual Report Gross Expense Ratio | 0.86 | 1.05 | 82% |
| Fund Existence | 29 years | 21 years | - |
| Gain YTD | 13.178 | 11.074 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 12.8B | 181% |
| Annual Yield % from dividends | 0.65 | 0.70 | 93% |
| Returns for 1 year | 2.36 | -0.24 | -963% |
| Returns for 3 years | 21.56 | 13.34 | 162% |
| Returns for 5 years | 16.01 | 2.58 | 621% |
| Returns for 10 years | 60.41 | 60.32 | 100% |
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