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JVMRX vs WFMIX
JVMRX vs WFMIX Comparison
Open Charts JVMRX vs WFMIX
JHancock Disciplined Value Mid Cap R6
Price$30.16
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets24.35B
Allspring Special Mid Cap Value Inst
Price$50.27
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets13.82B
JVMRX vs WFMIX Comparison Chart in %
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JVMRX vs. WFMIX commentary
Sep 18, 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: 24.3B vs. WFMIX (13.8B). WFMIX pays higher dividends than JVMRX: WFMIX (1.16) vs JVMRX (0.84). 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 : 0.73 vs. WFMIX (-3.41). JVMRX return over 5 years is better than : 56.71 vs. WFMIX (40.73).
| 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 | 11.990 | 5.280 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 13.8B | 176% |
| Annual Yield % from dividends | 0.84 | 1.16 | 72% |
| Returns for 1 year | 0.73 | -3.41 | -22% |
| Returns for 3 years | 25.62 | 13.28 | 193% |
| Returns for 5 years | 56.71 | 40.73 | 139% |
| Returns for 10 years | 60.74 | 69.21 | 88% |
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