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JVMRX vs WFMDX
JVMRX vs WFMDX Comparison
Open Charts JVMRX vs WFMDX
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
Allspring Special Mid Cap Value Admin
Price$49.23
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets13.4B
JVMRX vs WFMDX Comparison Chart in %
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JVMRX vs. WFMDX commentary
Oct 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 JVMRX is a Hold and WFMDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. WFMDX (13.4B). WFMDX pays higher dividends than JVMRX: WFMDX (0.97) vs JVMRX (0.84). JVMRX was incepted earlier than WFMDX: JVMRX (14 years) vs WFMDX (21 years). WFMDX (1.05) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. WFMDX (19.00). JVMRX (1000000) and WFMDX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : -4.79 vs. WFMDX (-6.62). JVMRX return over 5 years is better than : 47.93 vs. WFMDX (33.28).
| JVMRX | WFMDX | JVMRX / WFMDX | |
| Total Expense Ratio | 0.74 | 1.05 | 70% |
| Annual Report Gross Expense Ratio | 0.75 | 1.05 | 71% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 9.837 | 4.058 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 13.4B | 178% |
| Annual Yield % from dividends | 0.84 | 0.97 | 86% |
| Returns for 1 year | -4.79 | -6.62 | 72% |
| Returns for 3 years | 25.62 | 13.67 | 187% |
| Returns for 5 years | 47.93 | 33.28 | 144% |
| Returns for 10 years | 52.40 | 60.94 | 86% |
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