Interact to see
Advertisement
Advertisement
JVMRX vs WFMIX
JVMRX vs WFMIX Comparison
Open Charts JVMRX vs WFMIX
JHancock Disciplined Value Mid Cap R6
Price$27.48
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets21.4B
Allspring Special Mid Cap Value Inst
Price$47.04
Change-$0.06 (-0.13%)
VolumeN/A
Net Assets12.88B
JVMRX vs WFMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. WFMIX commentary
Jun 01, 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: 21.4B vs. WFMIX (12.9B). WFMIX pays higher dividends than JVMRX: WFMIX (1.26) vs JVMRX (0.91). 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 : -2.43 vs. JVMRX (-3.69). JVMRX return over 5 years is better than : 53.13 vs. WFMIX (41.87).
| 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 | 2.004 | -1.320 | -152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 12.9B | 166% |
| Annual Yield % from dividends | 0.91 | 1.26 | 72% |
| Returns for 1 year | -3.69 | -2.43 | 152% |
| Returns for 3 years | 5.90 | -0.13 | -4,549% |
| Returns for 5 years | 53.13 | 41.87 | 127% |
| Returns for 10 years | 36.65 | 47.96 | 76% |
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 % |
| IBDY | 25.52 | 0.10 | +0.39% |
| iShares iBonds Dec 2033 Term Corp ETF | |||
| RNEM | 54.54 | N/A | N/A |
| First Trust Emerging Markets Eq Sel ETF | |||
| VOOV | 182.61 | -0.12 | -0.07% |
| Vanguard S&P 500 Value ETF | |||
| IVVM | 31.72 | -0.06 | -0.19% |
| iShares Large Cap Moderate Buffer ETF | |||
| AEF | 5.41 | -0.09 | -1.64% |
| abrdn Emerging Markets ex-China Fund Inc. | |||