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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
Jun 04, 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 Buy and WFMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. WFMIX (13.3B). WFMIX pays higher dividends than JVMRX: WFMIX (0.93) vs JVMRX (0.81). 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: 49.00 vs. WFMIX (38.00). JVMRX (1000000) and WFMIX (1000000) have matching initial minimum investment requirements. WFMIX annual gain was more profitable for investors over the last year : 8.10 vs. JVMRX (7.17). JVMRX return over 5 years is better than : 5.11 vs. WFMIX (-0.60).
| 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 | 6.227 | 9.956 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 13.3B | 169% |
| Annual Yield % from dividends | 0.81 | 0.93 | 87% |
| Returns for 1 year | 7.17 | 8.10 | 89% |
| Returns for 3 years | 20.52 | 16.18 | 127% |
| Returns for 5 years | 5.11 | -0.60 | -855% |
| Returns for 10 years | 54.85 | 64.91 | 84% |
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