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JVMIX vs WFMDX
JVMIX vs WFMDX Comparison
Open Charts JVMIX vs WFMDX
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
Allspring Special Mid Cap Value Admin
Price$50.79
Change+$0.13 (+0.26%)
VolumeN/A
Net Assets14.13B
JVMIX vs WFMDX Comparison Chart in %
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JVMIX vs. WFMDX commentary
Sep 08, 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 Buy and WFMDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. WFMDX (14.1B). WFMDX pays higher dividends than JVMIX: WFMDX (0.95) vs JVMIX (0.74). JVMIX was incepted earlier than WFMDX: JVMIX (28 years) vs WFMDX (20 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). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. WFMDX (0.13). JVMIX return over 5 years is better than : 54.86 vs. WFMDX (41.89).
| 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 | 20 years | - |
| Gain YTD | 11.985 | 7.356 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 14.1B | 172% |
| Annual Yield % from dividends | 0.74 | 0.95 | 78% |
| Returns for 1 year | 2.91 | 0.13 | 2,252% |
| Returns for 3 years | 24.95 | 14.73 | 169% |
| Returns for 5 years | 54.86 | 41.89 | 131% |
| Returns for 10 years | 58.60 | 67.51 | 87% |
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