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JVMRX vs WFMIX
JVMRX vs WFMIX Comparison
Open Charts JVMRX vs WFMIX
JHancock Disciplined Value Mid Cap R6
Price$31.37
Change+$0.04 (+0.13%)
VolumeN/A
CapitalizationN/A
Allspring Special Mid Cap Value Inst
Price$53.83
Change+$0.11 (+0.20%)
VolumeN/A
CapitalizationN/A
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JVMRX vs WFMIX Comparison Chart
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JVMRX vs. WFMIX commentary
Oct 18, 2024
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: 23.9B vs. WFMIX (14.4B). WFMIX pays higher dividends than JVMRX: WFMIX (1.12) vs JVMRX (0.93). JVMRX was incepted earlier than WFMIX: JVMRX (13 years) vs WFMIX (20 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. WFMIX (27.00). JVMRX (1000000) and WFMIX (1000000) have matching initial minimum investment requirements. JVMRX (24.92) and WFMIX (24.25) have marching annual gain over last year. JVMRX return over 5 years is better than : 51.47 vs. WFMIX (34.99).
| JVMRX | WFMIX | JVMRX / WFMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 14.656 | 17.175 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 14.4B | 166% |
| Annual Yield % from dividends | 0.93 | 1.12 | 83% |
| Returns for 1 year | 24.92 | 24.25 | 103% |
| Returns for 3 years | 10.55 | 2.65 | 398% |
| Returns for 5 years | 51.47 | 34.99 | 147% |
| Returns for 10 years | 78.23 | 73.32 | 107% |
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