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JVMIX vs WFMDX
JVMIX vs WFMDX Comparison
Open Charts JVMIX vs WFMDX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets22.92B
Allspring Special Mid Cap Value Admin
Price$49.85
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets13.39B
JVMIX vs WFMDX Comparison Chart in %
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JVMIX vs. WFMDX commentary
Jul 26, 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 StrongBuy and WFMDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.9B vs. WFMDX (13.4B). WFMDX pays higher dividends than JVMIX: WFMDX (1.01) vs JVMIX (0.78). JVMIX was incepted earlier than WFMDX: JVMIX (28 years) vs WFMDX (20 years). WFMDX (1.05) is less costly to investors than JVMIX (0.88). 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). JVMIX annual gain was more profitable for investors over the last year : 1.20 vs. WFMDX (0.97). JVMIX return over 5 years is better than : 58.07 vs. WFMDX (45.62).
| JVMIX | WFMDX | JVMIX / WFMDX | |
| Total Expense Ratio | 0.87 | 1.05 | 83% |
| Annual Report Gross Expense Ratio | 0.88 | 1.05 | 84% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 9.314 | 5.369 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 13.4B | 171% |
| Annual Yield % from dividends | 0.78 | 1.01 | 77% |
| Returns for 1 year | 1.20 | 0.97 | 124% |
| Returns for 3 years | 21.47 | 11.60 | 185% |
| Returns for 5 years | 58.07 | 45.62 | 127% |
| Returns for 10 years | 50.28 | 59.72 | 84% |
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