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JVMRX vs WFMDX
JVMRX vs WFMDX Comparison
Open Charts JVMRX vs WFMDX
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Allspring Special Mid Cap Value Admin
Price$52.52
Change-$0.26 (-0.49%)
VolumeN/A
CapitalizationN/A
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JVMRX vs WFMDX Comparison Chart
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JVMRX vs. WFMDX commentary
Sep 21, 2024
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: 23.4B vs. WFMDX (14.2B). JVMRX (0.93) and WFMDX (0.91) have matching dividends . JVMRX was incepted earlier than WFMDX: JVMRX (13 years) vs WFMDX (19 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 (19.73) and JVMRX (19.58) have marching annual gain over last year. JVMRX return over 5 years is better than : 44.82 vs. WFMDX (32.99).
| JVMRX | WFMDX | JVMRX / WFMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 11.221 | 15.822 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 14.2B | 165% |
| Annual Yield % from dividends | 0.93 | 0.91 | 103% |
| Returns for 1 year | 19.58 | 19.73 | 99% |
| Returns for 3 years | 13.96 | 7.81 | 179% |
| Returns for 5 years | 44.82 | 32.99 | 136% |
| Returns for 10 years | 65.88 | 62.76 | 105% |
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