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JVMIX vs WFMDX
JVMIX vs WFMDX Comparison
Open Charts JVMIX vs WFMDX
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
Allspring Special Mid Cap Value Admin
Price$49.68
Change-$0.18 (-0.36%)
VolumeN/A
Net Assets13.89B
JVMIX vs WFMDX Comparison Chart in %
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JVMIX vs. WFMDX commentary
Aug 18, 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: 23.6B vs. WFMDX (13.9B). WFMDX pays higher dividends than JVMIX: WFMDX (0.99) vs JVMIX (0.76). 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 : 0.76 vs. WFMDX (-1.13). JVMIX return over 5 years is better than : 50.10 vs. WFMDX (37.55).
| 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 | 8.980 | 5.010 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 13.9B | 170% |
| Annual Yield % from dividends | 0.76 | 0.99 | 77% |
| Returns for 1 year | 0.76 | -1.13 | -67% |
| Returns for 3 years | 11.90 | 4.23 | 281% |
| Returns for 5 years | 50.10 | 37.55 | 133% |
| Returns for 10 years | 45.29 | 55.50 | 82% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DTF | 11.27 | 0.02 | +0.20% |
| DTF Tax-Free Income 2028 Term Fund | |||
| WBND | 20.20 | N/A | N/A |
| Western Asset Total Return ETF | |||
| MYCL | 24.79 | N/A | N/A |
| SPDR SSGA My2032 Corporate Bond ETF | |||
| IBHG | 22.43 | -0.01 | -0.04% |
| iShares® iBonds® 2027 Term HY & Inc ETF | |||
| QLTA | 47.88 | -0.06 | -0.13% |
| iShares Aaa - A Rated Corporate Bond ETF | |||