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JVMRX vs WFMDX
JVMRX vs WFMDX Comparison
Open Charts JVMRX vs WFMDX
JHancock Disciplined Value Mid Cap R6
Price$28.95
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.23B
Allspring Special Mid Cap Value Admin
Price$48.71
Change+$0.17 (+0.35%)
VolumeN/A
Net Assets13.67B
JVMRX vs WFMDX Comparison Chart in %
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JVMRX vs. WFMDX commentary
Aug 10, 2025
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 JVMRX is a Buy and WFMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. WFMDX (13.7B). WFMDX pays higher dividends than JVMRX: WFMDX (0.99) vs JVMRX (0.86). JVMRX was incepted earlier than WFMDX: JVMRX (14 years) vs WFMDX (20 years). WFMDX (1.05) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. WFMDX (19.00). JVMRX (1000000) and WFMDX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 2.06 vs. WFMDX (-1.65). JVMRX return over 5 years is better than : 51.14 vs. WFMDX (36.04).
| JVMRX | WFMDX | JVMRX / WFMDX | |
| Total Expense Ratio | 0.75 | 1.05 | 71% |
| Annual Report Gross Expense Ratio | 0.76 | 1.05 | 72% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 7.461 | 2.959 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 13.7B | 169% |
| Annual Yield % from dividends | 0.86 | 0.99 | 87% |
| Returns for 1 year | 2.06 | -1.65 | -125% |
| Returns for 3 years | 15.95 | 6.41 | 249% |
| Returns for 5 years | 51.14 | 36.04 | 142% |
| Returns for 10 years | 45.33 | 54.17 | 84% |
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