Interact to see
Advertisement
Advertisement
JVMRX vs WFMIX
JVMRX vs WFMIX Comparison
Open Charts JVMRX vs WFMIX
JHancock Disciplined Value Mid Cap R6
Price$29.07
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets23.32B
Allspring Special Mid Cap Value Inst
Price$48.99
Change-$0.26 (-0.53%)
VolumeN/A
Net Assets13.62B
JVMRX vs WFMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. WFMIX commentary
Aug 08, 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 Buy and WFMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. WFMIX (13.6B). WFMIX pays higher dividends than JVMRX: WFMIX (1.21) vs JVMRX (0.86). JVMRX was incepted earlier than WFMIX: JVMRX (14 years) vs WFMIX (20 years). WFMIX (0.80) is less costly to investors than JVMRX (0.76). 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 : 3.71 vs. WFMIX (-0.42). JVMRX return over 5 years is better than : 52.18 vs. WFMIX (37.48).
| JVMRX | WFMIX | JVMRX / WFMIX | |
| Total Expense Ratio | 0.75 | 0.80 | 94% |
| Annual Report Gross Expense Ratio | 0.76 | 0.80 | 95% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 8.203 | 3.185 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 13.6B | 171% |
| Annual Yield % from dividends | 0.86 | 1.21 | 72% |
| Returns for 1 year | 3.71 | -0.42 | -880% |
| Returns for 3 years | 16.84 | 7.20 | 234% |
| Returns for 5 years | 52.18 | 37.48 | 139% |
| Returns for 10 years | 47.32 | 58.56 | 81% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XLY | 223.46 | 4.55 | +2.08% |
| The Consumer Discret Sel SectSPDR® ETF | |||
| FLBR | 17.34 | 0.34 | +2.00% |
| Franklin FTSE Brazil ETF | |||
| RND | 27.63 | 0.30 | +1.08% |
| First Trust Bloomberg R&D Leaders ETF | |||
| WDI | 14.98 | 0.06 | +0.40% |
| Western Asset Diversified Income Fund | |||
| UFIV | 49.17 | N/A | N/A |
| F/m US Treasury 5 Year Note ETF | |||