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JVMRX vs WFMDX
JVMRX vs WFMDX Comparison
Open Charts JVMRX vs WFMDX
JHancock Disciplined Value Mid Cap R6
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
Allspring Special Mid Cap Value Admin
Price$43.72
Change+$0.32 (+0.74%)
VolumeN/A
Net Assets12.06B
JVMRX vs WFMDX Comparison Chart
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JVMRX vs. WFMDX commentary
Apr 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 StrongBuy and WFMDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.4B vs. WFMDX (12.1B). WFMDX pays higher dividends than JVMRX: WFMDX (1.03) vs JVMRX (0.94). 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: 47.00 vs. WFMDX (19.00). JVMRX (1000000) and WFMDX (1000000) have matching initial minimum investment requirements. WFMDX annual gain was more profitable for investors over the last year : -6.05 vs. JVMRX (-10.95). JVMRX return over 5 years is better than : 49.07 vs. WFMDX (41.18).
| 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 | -8.463 | -8.265 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 12.1B | 160% |
| Annual Yield % from dividends | 0.94 | 1.03 | 91% |
| Returns for 1 year | -10.95 | -6.05 | 181% |
| Returns for 3 years | -7.58 | -9.04 | 84% |
| Returns for 5 years | 49.07 | 41.18 | 119% |
| Returns for 10 years | 23.85 | 35.64 | 67% |
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