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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
Jun 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 JVMIX is a Hold and WFMDX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.9B vs. WFMDX (13.2B). WFMDX (0.73) and JVMIX (0.71) 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 : 7.97 vs. WFMDX (6.90). JVMIX return over 5 years is better than : 10.93 vs. WFMDX (2.19).
| 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 | 8.846 | 10.388 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 13.2B | 173% |
| Annual Yield % from dividends | 0.71 | 0.73 | 98% |
| Returns for 1 year | 7.97 | 6.90 | 116% |
| Returns for 3 years | 21.50 | 14.11 | 152% |
| Returns for 5 years | 10.93 | 2.19 | 499% |
| Returns for 10 years | 63.98 | 66.91 | 96% |
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