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JVMIX vs WFMIX
JVMIX vs WFMIX Comparison
Open Charts JVMIX vs WFMIX
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
Allspring Special Mid Cap Value Inst
Price$50.20
Change-$0.18 (-0.36%)
VolumeN/A
Net Assets13.89B
JVMIX vs WFMIX Comparison Chart in %
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JVMIX vs. WFMIX commentary
Aug 19, 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 WFMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. WFMIX (13.9B). WFMIX pays higher dividends than JVMIX: WFMIX (1.21) vs JVMIX (0.76). 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). JVMIX annual gain was more profitable for investors over the last year : 0.76 vs. WFMIX (-0.82). JVMIX return over 5 years is better than : 50.10 vs. WFMIX (38.93).
| 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 | 8.980 | 5.175 | 174% |
| 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 | 1.21 | 63% |
| Returns for 1 year | 0.76 | -0.82 | -93% |
| Returns for 3 years | 11.90 | 4.95 | 240% |
| Returns for 5 years | 50.10 | 38.93 | 129% |
| Returns for 10 years | 45.29 | 58.50 | 77% |
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