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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
Jul 14, 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 Hold and WFMDX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. WFMDX (13.3B). WFMDX (0.71) and JVMIX (0.68) have matching dividends . 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 : 6.21 vs. WFMDX (4.29). JVMIX return over 5 years is better than : 13.89 vs. WFMDX (3.95).
| 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 | 11.795 | 12.004 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 13.3B | 175% |
| Annual Yield % from dividends | 0.68 | 0.71 | 96% |
| Returns for 1 year | 6.21 | 4.29 | 145% |
| Returns for 3 years | 17.79 | 10.11 | 176% |
| Returns for 5 years | 13.89 | 3.95 | 351% |
| Returns for 10 years | 58.60 | 62.01 | 95% |
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