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JVMRX vs WFMIX
JVMRX vs WFMIX Comparison
Open Charts JVMRX vs WFMIX
JHancock Disciplined Value Mid Cap R6
Price$28.78
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets22.24B
Allspring Special Mid Cap Value Inst
Price$48.79
Change+$0.18 (+0.37%)
VolumeN/A
Net Assets13.04B
JVMRX vs WFMIX Comparison Chart in %
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JVMRX vs. WFMIX commentary
Jul 17, 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: 22.2B vs. WFMIX (13B). WFMIX pays higher dividends than JVMRX: WFMIX (1.23) vs JVMRX (0.88). 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 : -3.47 vs. WFMIX (-4.22). JVMRX return over 5 years is better than : 55.29 vs. WFMIX (41.58).
| 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 | 6.533 | 1.844 | 354% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.2B | 13B | 171% |
| Annual Yield % from dividends | 0.88 | 1.23 | 72% |
| Returns for 1 year | -3.47 | -4.22 | 82% |
| Returns for 3 years | 22.50 | 11.80 | 191% |
| Returns for 5 years | 55.29 | 41.58 | 133% |
| Returns for 10 years | 44.84 | 55.04 | 81% |
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