Interact to see
Advertisement
Advertisement
JVMRX vs WFMDX
JVMRX vs WFMDX Comparison
Open Charts JVMRX vs WFMDX
JVMRX vs WFMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. WFMDX commentary
Sep 13, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. WFMDX (12.8B). JVMRX pays higher dividends than WFMDX: JVMRX (0.74) vs WFMDX (0.70). JVMRX was incepted earlier than WFMDX: JVMRX (15 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: 48.00 vs. WFMDX (38.00). JVMRX (1000000) and WFMDX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 2.46 vs. WFMDX (-0.24). JVMRX return over 5 years is better than : 16.49 vs. WFMDX (2.58).
| JVMRX | WFMDX | JVMRX / WFMDX | |
| Total Expense Ratio | 0.74 | 1.05 | 70% |
| Annual Report Gross Expense Ratio | 0.75 | 1.05 | 71% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 13.256 | 11.074 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 12.8B | 181% |
| Annual Yield % from dividends | 0.74 | 0.70 | 106% |
| Returns for 1 year | 2.46 | -0.24 | -1,006% |
| Returns for 3 years | 21.93 | 13.34 | 164% |
| Returns for 5 years | 16.49 | 2.58 | 639% |
| Returns for 10 years | 61.53 | 60.32 | 102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement