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JVMTX vs WFMDX
JVMTX vs WFMDX Comparison
Open Charts JVMTX vs WFMDX
JHancock Disciplined Value Mid Cap R4
Price$31.53
Change-$0.31 (-0.97%)
VolumeN/A
CapitalizationN/A
Allspring Special Mid Cap Value Admin
Price$52.90
Change-$0.64 (-1.20%)
VolumeN/A
CapitalizationN/A
JVMTX vs WFMDX Comparison Chart
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JVMTX vs. WFMDX commentary
Nov 15, 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: 24.3B vs. WFMDX (14.4B). WFMDX pays higher dividends than JVMTX: WFMDX (0.91) vs JVMTX (0.73). JVMTX was incepted earlier than WFMDX: JVMTX (11 years) vs WFMDX (20 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). JVMTX annual gain was more profitable for investors over the last year : 21.87 vs. WFMDX (20.24). JVMTX return over 5 years is better than : 45.44 vs. WFMDX (27.71).
| JVMTX | WFMDX | JVMTX / WFMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 15.326 | 16.085 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 14.4B | 169% |
| Annual Yield % from dividends | 0.73 | 0.91 | 80% |
| Returns for 1 year | 21.87 | 20.24 | 108% |
| Returns for 3 years | 7.95 | -1.47 | -539% |
| Returns for 5 years | 45.44 | 27.71 | 164% |
| Returns for 10 years | 63.07 | 56.62 | 111% |
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