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JVMIX vs WFMIX
JVMIX vs WFMIX Comparison
Open Charts JVMIX vs WFMIX
JVMIX vs WFMIX Comparison Chart in %
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JVMIX vs. WFMIX commentary
Jun 04, 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 WFMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. WFMIX (13.3B). WFMIX pays higher dividends than JVMIX: WFMIX (0.93) vs JVMIX (0.71). JVMIX was incepted earlier than WFMIX: JVMIX (29 years) vs WFMIX (21 years). JVMIX (0.86) is less costly to investors than WFMIX (0.80). JVMIX is a more actively managed with annual turnover of: 49.00 vs. WFMIX (38.00). JVMIX has a lower initial minimum investment than WFMIX: JVMIX (250000) vs WFMIX (1000000). WFMIX annual gain was more profitable for investors over the last year : 8.10 vs. JVMIX (7.06). JVMIX return over 5 years is better than : 4.68 vs. WFMIX (-0.60).
| JVMIX | WFMIX | JVMIX / WFMIX | |
| Total Expense Ratio | 0.85 | 0.80 | 106% |
| Annual Report Gross Expense Ratio | 0.86 | 0.80 | 108% |
| Fund Existence | 29 years | 21 years | - |
| Gain YTD | 6.189 | 9.956 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 13.3B | 169% |
| Annual Yield % from dividends | 0.71 | 0.93 | 76% |
| Returns for 1 year | 7.06 | 8.10 | 87% |
| Returns for 3 years | 20.15 | 16.18 | 125% |
| Returns for 5 years | 4.68 | -0.60 | -783% |
| Returns for 10 years | 53.81 | 64.91 | 83% |
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