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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
Aug 03, 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: 23.6B vs. WFMDX (13.3B). WFMDX pays higher dividends than JVMIX: WFMDX (0.71) vs JVMIX (0.66). 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 : 8.75 vs. WFMDX (5.74). JVMIX return over 5 years is better than : 15.79 vs. WFMDX (3.42).
| 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 | 14.270 | 13.068 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 13.3B | 177% |
| Annual Yield % from dividends | 0.66 | 0.71 | 94% |
| Returns for 1 year | 8.75 | 5.74 | 152% |
| Returns for 3 years | 18.93 | 10.45 | 181% |
| Returns for 5 years | 15.79 | 3.42 | 462% |
| Returns for 10 years | 62.51 | 64.45 | 97% |
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