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JVMIX vs WFMDX
JVMIX vs WFMDX Comparison
Open Charts JVMIX vs WFMDX
JHancock Disciplined Value Mid Cap I
Price$30.11
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
Allspring Special Mid Cap Value Admin
Price$49.58
Change+$0.55 (+1.12%)
VolumeN/A
Net Assets13.61B
JVMIX vs WFMDX Comparison Chart in %
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JVMIX vs. WFMDX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. WFMDX (13.6B). 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 : -0.89 vs. WFMDX (-4.64). JVMIX return over 5 years is better than : 61.98 vs. WFMDX (43.93).
| 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 | 11.725 | 4.798 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 13.6B | 178% |
| Annual Yield % from dividends | 0.74 | 0.95 | 78% |
| Returns for 1 year | -0.89 | -4.64 | 19% |
| Returns for 3 years | 34.98 | 20.64 | 169% |
| Returns for 5 years | 61.98 | 43.93 | 141% |
| Returns for 10 years | 65.12 | 72.50 | 90% |
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