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JVMRX vs WFMDX
JVMRX vs WFMDX Comparison
Open Charts JVMRX vs WFMDX
JHancock Disciplined Value Mid Cap R6
Price$27.96
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
Allspring Special Mid Cap Value Admin
Price$48.31
Change+$0.17 (+0.35%)
VolumeN/A
Net Assets13.49B
JVMRX vs WFMDX Comparison Chart
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JVMRX vs. WFMDX commentary
Jan 19, 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 Hold and WFMDX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. WFMDX (13.5B). JVMRX (0.93) and WFMDX (0.91) have matching dividends . JVMRX was incepted earlier than WFMDX: JVMRX (13 years) vs WFMDX (20 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. WFMDX (27.00). JVMRX (1000000) and WFMDX (1000000) have matching initial minimum investment requirements. WFMDX annual gain was more profitable for investors over the last year : 9.82 vs. JVMRX (5.82). JVMRX return over 5 years is better than : 26.86 vs. WFMDX (16.79).
| JVMRX | WFMDX | JVMRX / WFMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 3.786 | 2.114 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 13.5B | 171% |
| Annual Yield % from dividends | 0.93 | 0.91 | 103% |
| Returns for 1 year | 5.82 | 9.82 | 59% |
| Returns for 3 years | 1.65 | -0.86 | -191% |
| Returns for 5 years | 26.86 | 16.79 | 160% |
| Returns for 10 years | 49.19 | 61.42 | 80% |
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