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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 03, 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: 23.6B vs. WFMDX (13.3B). 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 : 8.86 vs. WFMDX (5.74). JVMRX return over 5 years is better than : 16.31 vs. WFMDX (3.42).
| 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 | 14.348 | 13.068 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 13.3B | 177% |
| Annual Yield % from dividends | 0.75 | 0.71 | 107% |
| Returns for 1 year | 8.86 | 5.74 | 154% |
| Returns for 3 years | 19.29 | 10.45 | 185% |
| Returns for 5 years | 16.31 | 3.42 | 477% |
| Returns for 10 years | 63.73 | 64.45 | 99% |
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