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JVMAX vs WFMDX
JVMAX vs WFMDX Comparison
Open Charts JVMAX vs WFMDX
JHancock Disciplined Value Mid Cap A
Price$27.84
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets23.85B
Allspring Special Mid Cap Value Admin
Price$49.23
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets13.4B
JVMAX vs WFMDX Comparison Chart in %
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JVMAX vs. WFMDX commentary
Oct 19, 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 JVMAX is a Hold and WFMDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. WFMDX (13.4B). WFMDX pays higher dividends than JVMAX: WFMDX (0.97) vs JVMAX (0.55). JVMAX was incepted earlier than WFMDX: JVMAX (28 years) vs WFMDX (21 years). JVMAX (1.11) is less costly to investors than WFMDX (1.05). JVMAX is a more actively managed with annual turnover of: 49.00 vs. WFMDX (19.00). JVMAX has a lower initial minimum investment than WFMDX: JVMAX (1000) vs WFMDX (1000000). JVMAX annual gain was more profitable for investors over the last year : -5.69 vs. WFMDX (-6.62). JVMAX return over 5 years is better than : 44.35 vs. WFMDX (33.28).
| JVMAX | WFMDX | JVMAX / WFMDX | |
| Total Expense Ratio | 1.10 | 1.05 | 105% |
| Annual Report Gross Expense Ratio | 1.11 | 1.05 | 106% |
| Fund Existence | 28 years | 21 years | - |
| Gain YTD | 9.520 | 4.058 | 235% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 13.4B | 178% |
| Annual Yield % from dividends | 0.55 | 0.97 | 57% |
| Returns for 1 year | -5.69 | -6.62 | 86% |
| Returns for 3 years | 23.48 | 13.67 | 172% |
| Returns for 5 years | 44.35 | 33.28 | 133% |
| Returns for 10 years | 45.62 | 60.94 | 75% |
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