Interact to see
Advertisement
Advertisement
JVMIX vs WFMIX
JVMIX vs WFMIX Comparison
Open Charts JVMIX vs WFMIX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Allspring Special Mid Cap Value Inst
Price$50.37
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets13.57B
JVMIX vs WFMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. WFMIX commentary
Jul 27, 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 WFMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. WFMIX (13.6B). WFMIX pays higher dividends than JVMIX: WFMIX (1.23) vs JVMIX (0.78). JVMIX was incepted earlier than WFMIX: JVMIX (28 years) vs WFMIX (20 years). JVMIX (0.88) is less costly to investors than WFMIX (0.80). JVMIX is a more actively managed with annual turnover of: 49.00 vs. WFMIX (19.00). JVMIX has a lower initial minimum investment than WFMIX: JVMIX (250000) vs WFMIX (1000000). WFMIX annual gain was more profitable for investors over the last year : 1.30 vs. JVMIX (1.20). JVMIX return over 5 years is better than : 58.07 vs. WFMIX (47.08).
| JVMIX | WFMIX | JVMIX / WFMIX | |
| Total Expense Ratio | 0.87 | 0.80 | 109% |
| Annual Report Gross Expense Ratio | 0.88 | 0.80 | 110% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 9.314 | 5.531 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 13.6B | 170% |
| Annual Yield % from dividends | 0.78 | 1.23 | 63% |
| Returns for 1 year | 1.20 | 1.30 | 93% |
| Returns for 3 years | 21.47 | 12.37 | 174% |
| Returns for 5 years | 58.07 | 47.08 | 123% |
| Returns for 10 years | 50.28 | 62.81 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers