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JVMRX vs WFMDX
JVMRX vs WFMDX Comparison
Open Charts JVMRX vs WFMDX
JHancock Disciplined Value Mid Cap R6
Price$29.18
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets22.58B
Allspring Special Mid Cap Value Admin
Price$48.60
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets13.17B
JVMRX vs WFMDX Comparison Chart in %
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JVMRX vs. WFMDX commentary
Jul 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 Buy and WFMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. WFMDX (13.2B). WFMDX pays higher dividends than JVMRX: WFMDX (1.01) vs JVMRX (0.88). 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 : -1.34 vs. WFMDX (-3.34). JVMRX return over 5 years is better than : 57.40 vs. WFMDX (41.72).
| 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 | 7.981 | 2.811 | 284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 13.2B | 171% |
| Annual Yield % from dividends | 0.88 | 1.01 | 87% |
| Returns for 1 year | -1.34 | -3.34 | 40% |
| Returns for 3 years | 24.48 | 12.54 | 195% |
| Returns for 5 years | 57.40 | 41.72 | 138% |
| Returns for 10 years | 46.94 | 53.95 | 87% |
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