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JVMRX vs WFMDX
JVMRX vs WFMDX Comparison
Open Charts JVMRX vs WFMDX
JHancock Disciplined Value Mid Cap R6
Price$30.12
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
Allspring Special Mid Cap Value Admin
Price$49.58
Change+$0.55 (+1.12%)
VolumeN/A
Net Assets13.61B
JVMRX vs WFMDX Comparison Chart in %
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JVMRX vs. WFMDX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. WFMDX (13.6B). WFMDX pays higher dividends than JVMRX: WFMDX (0.95) vs JVMRX (0.84). JVMRX was incepted earlier than WFMDX: JVMRX (14 years) vs WFMDX (20 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 : -0.78 vs. WFMDX (-4.64). JVMRX return over 5 years is better than : 62.54 vs. WFMDX (43.93).
| 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 | 20 years | - |
| Gain YTD | 11.804 | 4.798 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 13.6B | 178% |
| Annual Yield % from dividends | 0.84 | 0.95 | 88% |
| Returns for 1 year | -0.78 | -4.64 | 17% |
| Returns for 3 years | 35.31 | 20.64 | 171% |
| Returns for 5 years | 62.54 | 43.93 | 142% |
| Returns for 10 years | 66.11 | 72.50 | 91% |
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