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JVMRX vs WFMIX
JVMRX vs WFMIX Comparison
Open Charts JVMRX vs WFMIX
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
Allspring Special Mid Cap Value Inst
Price$48.59
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets12.93B
JVMRX vs WFMIX Comparison Chart in %
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JVMRX vs. WFMIX commentary
Nov 20, 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 Hold and WFMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. WFMIX (12.9B). WFMIX pays higher dividends than JVMRX: WFMIX (1.19) vs JVMRX (0.85). JVMRX was incepted earlier than WFMIX: JVMRX (14 years) vs WFMIX (21 years). WFMIX (0.80) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. WFMIX (19.00). JVMRX (1000000) and WFMIX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : -6.35 vs. WFMIX (-7.55). JVMRX return over 5 years is better than : 33.25 vs. WFMIX (22.05).
| JVMRX | WFMIX | JVMRX / WFMIX | |
| Total Expense Ratio | 0.74 | 0.80 | 92% |
| Annual Report Gross Expense Ratio | 0.75 | 0.80 | 94% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 7.906 | 1.802 | 439% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 12.9B | 182% |
| Annual Yield % from dividends | 0.85 | 1.19 | 71% |
| Returns for 1 year | -6.35 | -7.55 | 84% |
| Returns for 3 years | 12.97 | 3.39 | 382% |
| Returns for 5 years | 33.25 | 22.05 | 151% |
| Returns for 10 years | 46.00 | 58.65 | 78% |
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