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JVMRX vs WFMDX
JVMRX vs WFMDX Comparison
Open Charts JVMRX vs WFMDX
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
Allspring Special Mid Cap Value Admin
Price$50.79
Change+$0.13 (+0.26%)
VolumeN/A
Net Assets14.13B
JVMRX vs WFMDX Comparison Chart in %
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JVMRX vs. WFMDX 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 JVMRX is a Buy and WFMDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. WFMDX (14.1B). 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 : 3.02 vs. WFMDX (0.13). JVMRX return over 5 years is better than : 55.40 vs. WFMDX (41.89).
| 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 | 12.064 | 7.356 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 14.1B | 172% |
| Annual Yield % from dividends | 0.84 | 0.95 | 88% |
| Returns for 1 year | 3.02 | 0.13 | 2,337% |
| Returns for 3 years | 25.20 | 14.73 | 171% |
| Returns for 5 years | 55.40 | 41.89 | 132% |
| Returns for 10 years | 59.55 | 67.51 | 88% |
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