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JVMRX vs WFMDX
JVMRX vs WFMDX Comparison
Open Charts JVMRX vs WFMDX
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
Allspring Special Mid Cap Value Admin
Price$49.68
Change-$0.18 (-0.36%)
VolumeN/A
Net Assets13.89B
JVMRX vs WFMDX Comparison Chart in %
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JVMRX vs. WFMDX commentary
Aug 18, 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: 23.6B vs. WFMDX (13.9B). WFMDX pays higher dividends than JVMRX: WFMDX (0.99) vs JVMRX (0.86). JVMRX was incepted earlier than WFMDX: JVMRX (14 years) vs WFMDX (20 years). WFMDX (1.05) is less costly to investors than JVMRX (0.76). 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 : 0.87 vs. WFMDX (-1.13). JVMRX return over 5 years is better than : 50.62 vs. WFMDX (37.55).
| JVMRX | WFMDX | JVMRX / WFMDX | |
| Total Expense Ratio | 0.75 | 1.05 | 71% |
| Annual Report Gross Expense Ratio | 0.76 | 1.05 | 72% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 9.057 | 5.010 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 13.9B | 170% |
| Annual Yield % from dividends | 0.86 | 0.99 | 87% |
| Returns for 1 year | 0.87 | -1.13 | -76% |
| Returns for 3 years | 12.17 | 4.23 | 287% |
| Returns for 5 years | 50.62 | 37.55 | 135% |
| Returns for 10 years | 46.16 | 55.50 | 83% |
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