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JVMRX vs WFMIX
JVMRX vs WFMIX Comparison
Open Charts JVMRX vs WFMIX
JHancock Disciplined Value Mid Cap R6
Price$29.71
Change-$0.37 (-1.23%)
VolumeN/A
Net Assets24.22B
Allspring Special Mid Cap Value Inst
Price$50.17
Change-$0.55 (-1.08%)
VolumeN/A
Net Assets13.69B
JVMRX vs WFMIX Comparison Chart in %
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JVMRX vs. WFMIX commentary
Oct 10, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. WFMIX (13.7B). WFMIX pays higher dividends than JVMRX: WFMIX (1.18) vs JVMRX (0.84). 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 : -1.20 vs. WFMIX (-2.56). JVMRX return over 5 years is better than : 49.87 vs. WFMIX (36.35).
| 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 | 11.656 | 6.264 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 13.7B | 177% |
| Annual Yield % from dividends | 0.84 | 1.18 | 71% |
| Returns for 1 year | -1.20 | -2.56 | 47% |
| Returns for 3 years | 31.20 | 20.40 | 153% |
| Returns for 5 years | 49.87 | 36.35 | 137% |
| Returns for 10 years | 55.07 | 67.30 | 82% |
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