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JVMRX vs WFMDX
JVMRX vs WFMDX Comparison
Open Charts JVMRX vs WFMDX
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
Allspring Special Mid Cap Value Admin
Price$47.40
Change-$0.53 (-1.11%)
VolumeN/A
Net Assets13.59B
JVMRX vs WFMDX Comparison Chart
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JVMRX vs. WFMDX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. WFMDX (13.6B). 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 : 2.24 vs. JVMRX (-1.71). JVMRX return over 5 years is better than : 25.72 vs. WFMDX (14.72).
| 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 | 2.079 | 0.190 | 1,093% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 13.6B | 165% |
| Annual Yield % from dividends | 0.93 | 0.91 | 103% |
| Returns for 1 year | -1.71 | 2.24 | -76% |
| Returns for 3 years | 4.02 | 0.19 | 2,126% |
| Returns for 5 years | 25.72 | 14.72 | 175% |
| Returns for 10 years | 38.31 | 48.10 | 80% |
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