Interact to see
Advertisement
Advertisement
JVMRX vs WFMIX
JVMRX vs WFMIX Comparison
Open Charts JVMRX vs WFMIX
JHancock Disciplined Value Mid Cap R6
Price$30.04
Change+$0.10 (+0.33%)
VolumeN/A
Net Assets24.02B
Allspring Special Mid Cap Value Inst
Price$51.29
Change+$0.15 (+0.29%)
VolumeN/A
Net Assets14.04B
JVMRX vs WFMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. WFMIX commentary
Aug 29, 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: 24B vs. WFMIX (14B). WFMIX pays higher dividends than JVMRX: WFMIX (1.21) vs JVMRX (0.86). JVMRX was incepted earlier than WFMIX: JVMRX (14 years) vs WFMIX (20 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 : 0.20 vs. WFMIX (-1.16). JVMRX return over 5 years is better than : 52.58 vs. WFMIX (41.46).
| 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 | 20 years | - |
| Gain YTD | 11.136 | 7.144 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 14B | 171% |
| Annual Yield % from dividends | 0.86 | 1.21 | 72% |
| Returns for 1 year | 0.20 | -1.16 | -17% |
| Returns for 3 years | 20.15 | 11.31 | 178% |
| Returns for 5 years | 52.58 | 41.46 | 127% |
| Returns for 10 years | 57.05 | 69.42 | 82% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement