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JVMTX vs WFMDX
JVMTX vs WFMDX Comparison
Open Charts JVMTX vs WFMDX
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Allspring Special Mid Cap Value Admin
Price$52.52
Change-$0.26 (-0.49%)
VolumeN/A
CapitalizationN/A
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JVMTX vs WFMDX Comparison Chart
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JVMTX vs. WFMDX commentary
Sep 21, 2024
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 JVMTX is a Buy and WFMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. WFMDX (14.2B). WFMDX pays higher dividends than JVMTX: WFMDX (0.91) vs JVMTX (0.73). JVMTX was incepted earlier than WFMDX: JVMTX (11 years) vs WFMDX (19 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. WFMDX (27.00). JVMTX has a lower initial minimum investment than WFMDX: JVMTX (0) vs WFMDX (1000000). WFMDX (19.73) and JVMTX (19.27) have marching annual gain over last year. JVMTX return over 5 years is better than : 43.64 vs. WFMDX (32.99).
| JVMTX | WFMDX | JVMTX / WFMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 11.010 | 15.822 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 14.2B | 165% |
| Annual Yield % from dividends | 0.73 | 0.91 | 80% |
| Returns for 1 year | 19.27 | 19.73 | 98% |
| Returns for 3 years | 13.38 | 7.81 | 171% |
| Returns for 5 years | 43.64 | 32.99 | 132% |
| Returns for 10 years | 63.34 | 62.76 | 101% |
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