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JVMRX vs WFMDX
JVMRX vs WFMDX Comparison
Open Charts JVMRX vs WFMDX
JVMRX vs WFMDX Comparison Chart in %
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JVMRX vs. WFMDX commentary
Jun 23, 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 Hold and WFMDX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. WFMDX (13.2B). JVMRX pays higher dividends than WFMDX: JVMRX (0.81) vs WFMDX (0.73). 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 : 8.08 vs. WFMDX (6.90). JVMRX return over 5 years is better than : 11.43 vs. WFMDX (2.19).
| 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 | 8.922 | 10.388 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 13.2B | 173% |
| Annual Yield % from dividends | 0.81 | 0.73 | 111% |
| Returns for 1 year | 8.08 | 6.90 | 117% |
| Returns for 3 years | 21.91 | 14.11 | 155% |
| Returns for 5 years | 11.43 | 2.19 | 522% |
| Returns for 10 years | 65.14 | 66.91 | 97% |
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