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JVMIX vs WFMIX
JVMIX vs WFMIX Comparison
Open Charts JVMIX vs WFMIX
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
Allspring Special Mid Cap Value Inst
Price$49.56
Change-$0.61 (-1.22%)
VolumeN/A
Net Assets13.23B
JVMIX vs WFMIX Comparison Chart in %
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JVMIX vs. WFMIX commentary
Nov 14, 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 WFMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. WFMIX (13.2B). WFMIX pays higher dividends than JVMIX: WFMIX (1.19) vs JVMIX (0.75). JVMIX was incepted earlier than WFMIX: JVMIX (28 years) vs WFMIX (21 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). WFMIX annual gain was more profitable for investors over the last year : -6.09 vs. JVMIX (-6.53). JVMIX return over 5 years is better than : 36.37 vs. WFMIX (26.88).
| 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 | 21 years | - |
| Gain YTD | 9.796 | 5.112 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 13.2B | 183% |
| Annual Yield % from dividends | 0.75 | 1.19 | 63% |
| Returns for 1 year | -6.53 | -6.09 | 107% |
| Returns for 3 years | 15.24 | 6.01 | 254% |
| Returns for 5 years | 36.37 | 26.88 | 135% |
| Returns for 10 years | 50.51 | 67.83 | 74% |
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