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JVMIX vs WFMDX
JVMIX vs WFMDX Comparison
Open Charts JVMIX vs WFMDX
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
Allspring Special Mid Cap Value Admin
Price$49.02
Change-$0.60 (-1.21%)
VolumeN/A
Net Assets13.23B
JVMIX vs WFMDX Comparison Chart in %
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JVMIX vs. WFMDX commentary
Nov 14, 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 JVMIX is a Hold and WFMDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. WFMDX (13.2B). WFMDX pays higher dividends than JVMIX: WFMDX (0.98) vs JVMIX (0.75). JVMIX was incepted earlier than WFMDX: JVMIX (28 years) vs WFMDX (21 years). WFMDX (1.05) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. WFMDX (19.00). JVMIX has a lower initial minimum investment than WFMDX: JVMIX (250000) vs WFMDX (1000000). WFMDX (-6.39) and JVMIX (-6.53) have marching annual gain over last year. JVMIX return over 5 years is better than : 36.37 vs. WFMDX (25.61).
| JVMIX | WFMDX | JVMIX / WFMDX | |
| Total Expense Ratio | 0.85 | 1.05 | 81% |
| Annual Report Gross Expense Ratio | 0.86 | 1.05 | 82% |
| Fund Existence | 28 years | 21 years | - |
| Gain YTD | 9.796 | 4.883 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 13.2B | 183% |
| Annual Yield % from dividends | 0.75 | 0.98 | 77% |
| Returns for 1 year | -6.53 | -6.39 | 102% |
| Returns for 3 years | 15.24 | 5.30 | 288% |
| Returns for 5 years | 36.37 | 25.61 | 142% |
| Returns for 10 years | 50.51 | 64.64 | 78% |
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