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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
Aug 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: 24.1B vs. WFMDX (13.4B). JVMRX pays higher dividends than WFMDX: JVMRX (0.75) vs WFMDX (0.71). 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 : 10.74 vs. WFMDX (5.08). JVMRX return over 5 years is better than : 20.84 vs. WFMDX (5.72).
| 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 | 17.444 | 14.862 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 13.4B | 180% |
| Annual Yield % from dividends | 0.75 | 0.71 | 107% |
| Returns for 1 year | 10.74 | 5.08 | 211% |
| Returns for 3 years | 28.30 | 17.93 | 158% |
| Returns for 5 years | 20.84 | 5.72 | 364% |
| Returns for 10 years | 64.05 | 62.03 | 103% |
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