Ad is loading...
JVMRX vs WFMIX
JVMRX vs WFMIX Comparison
Open Charts JVMRX vs WFMIX
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
Allspring Special Mid Cap Value Inst
Price$45.45
Change-$1.83 (-3.87%)
VolumeN/A
Net Assets13.08B
JVMRX vs WFMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. WFMIX commentary
Apr 04, 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 (13.1B). WFMIX pays higher dividends than JVMRX: WFMIX (1.26) vs JVMRX (0.94). 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 : -3.25 vs. JVMRX (-7.83). JVMRX return over 5 years is better than : 90.92 vs. WFMIX (79.78).
| 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 | -0.037 | -0.943 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 13.1B | 163% |
| Annual Yield % from dividends | 0.94 | 1.26 | 74% |
| Returns for 1 year | -7.83 | -3.25 | 241% |
| Returns for 3 years | -0.32 | -1.91 | 17% |
| Returns for 5 years | 90.92 | 79.78 | 114% |
| Returns for 10 years | 34.80 | 48.92 | 71% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BSMU | 21.71 | 0.11 | +0.53% |
| Invesco BulletShares 2030 Muncpl Bd ETF | |||
| IBMQ | 25.35 | 0.09 | +0.36% |
| iShares iBonds Dec 2028 Term Muni Bd ETF | |||
| HAPY | 22.28 | N/A | N/A |
| Harbor Human Capital Factor Uncons ETF | |||
| PYZ | 80.92 | -5.01 | -5.83% |
| Invesco DW Basic Materials Momt ETF | |||
| IYG | 74.41 | -4.91 | -6.19% |
| iShares US Financial Services ETF | |||