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JVMIX vs WFMIX
JVMIX vs WFMIX Comparison
Open Charts JVMIX vs WFMIX
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
Allspring Special Mid Cap Value Inst
Price$51.32
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets14.13B
JVMIX vs WFMIX Comparison Chart in %
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JVMIX vs. WFMIX 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 WFMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. WFMIX (14.1B). WFMIX pays higher dividends than JVMIX: WFMIX (1.16) vs JVMIX (0.74). JVMIX was incepted earlier than WFMIX: JVMIX (28 years) vs WFMIX (20 years). JVMIX (0.86) 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 : 2.91 vs. WFMIX (0.44). JVMIX return over 5 years is better than : 54.86 vs. WFMIX (43.30).
| JVMIX | WFMIX | JVMIX / WFMIX | |
| Total Expense Ratio | 0.85 | 0.80 | 106% |
| Annual Report Gross Expense Ratio | 0.86 | 0.80 | 108% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 11.985 | 7.521 | 159% |
| 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 | 1.16 | 64% |
| Returns for 1 year | 2.91 | 0.44 | 664% |
| Returns for 3 years | 24.95 | 15.52 | 161% |
| Returns for 5 years | 54.86 | 43.30 | 127% |
| Returns for 10 years | 58.60 | 70.71 | 83% |
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