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JVMRX vs WFMIX
JVMRX vs WFMIX Comparison
Open Charts JVMRX vs WFMIX
JVMRX vs WFMIX Comparison Chart in %
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JVMRX vs. WFMIX commentary
Aug 23, 2026
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 Hold and WFMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. WFMIX (13.4B). WFMIX pays higher dividends than JVMRX: WFMIX (0.91) vs JVMRX (0.75). JVMRX was incepted earlier than WFMIX: JVMRX (15 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: 48.00 vs. WFMIX (38.00). JVMRX (1000000) and WFMIX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 10.74 vs. WFMIX (5.45). JVMRX return over 5 years is better than : 20.84 vs. WFMIX (7.20).
| JVMRX | WFMIX | JVMRX / WFMIX | |
| Total Expense Ratio | 0.74 | 0.80 | 92% |
| Annual Report Gross Expense Ratio | 0.75 | 0.80 | 94% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 17.444 | 15.066 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 13.4B | 180% |
| Annual Yield % from dividends | 0.75 | 0.91 | 83% |
| Returns for 1 year | 10.74 | 5.45 | 197% |
| Returns for 3 years | 28.30 | 19.08 | 148% |
| Returns for 5 years | 20.84 | 7.20 | 290% |
| Returns for 10 years | 64.05 | 65.34 | 98% |
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