Ad is loading...
JVMRX vs WFMIX
JVMRX vs WFMIX Comparison
Open Charts JVMRX vs WFMIX
JHancock Disciplined Value Mid Cap R6
Price$26.38
Change+$0.53 (+2.05%)
VolumeN/A
Net Assets20.27B
Allspring Special Mid Cap Value Inst
Price$45.99
Change+$0.83 (+1.84%)
VolumeN/A
Net Assets12.42B
JVMRX vs WFMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. WFMIX commentary
May 03, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.3B vs. WFMIX (12.4B). WFMIX pays higher dividends than JVMRX: WFMIX (1.30) vs JVMRX (0.96). 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: 47.00 vs. WFMIX (19.00). JVMRX (1000000) and WFMIX (1000000) have matching initial minimum investment requirements. WFMIX annual gain was more profitable for investors over the last year : -5.37 vs. JVMRX (-8.03). JVMRX return over 5 years is better than : 56.36 vs. WFMIX (48.73).
| 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 | -4.046 | -5.384 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3B | 12.4B | 164% |
| Annual Yield % from dividends | 0.96 | 1.30 | 74% |
| Returns for 1 year | -8.03 | -5.37 | 150% |
| Returns for 3 years | -0.23 | -2.84 | 8% |
| Returns for 5 years | 56.36 | 48.73 | 116% |
| Returns for 10 years | 31.02 | 43.56 | 71% |
View a ticker or compare two or three
VS
VS
Ad is loading...