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JVMRX vs WFMDX
JVMRX vs WFMDX Comparison
Open Charts JVMRX vs WFMDX
JHancock Disciplined Value Mid Cap R6
Price$29.07
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.44B
Allspring Special Mid Cap Value Admin
Price$48.06
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets12.94B
JVMRX vs WFMDX Comparison Chart in %
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JVMRX vs. WFMDX commentary
Nov 20, 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: 23.4B vs. WFMDX (12.9B). WFMDX pays higher dividends than JVMRX: WFMDX (0.98) vs JVMRX (0.85). JVMRX was incepted earlier than WFMDX: JVMRX (14 years) vs WFMDX (21 years). WFMDX (1.05) is less costly to investors than JVMRX (0.75). 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 : -6.89 vs. WFMDX (-8.01). JVMRX return over 5 years is better than : 32.02 vs. WFMDX (20.14).
| JVMRX | WFMDX | JVMRX / WFMDX | |
| Total Expense Ratio | 0.74 | 1.05 | 70% |
| Annual Report Gross Expense Ratio | 0.75 | 1.05 | 71% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 7.721 | 1.628 | 474% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 12.9B | 181% |
| Annual Yield % from dividends | 0.85 | 0.98 | 87% |
| Returns for 1 year | -6.89 | -8.01 | 86% |
| Returns for 3 years | 12.78 | 2.75 | 464% |
| Returns for 5 years | 32.02 | 20.14 | 159% |
| Returns for 10 years | 45.75 | 55.72 | 82% |
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