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JVMRX vs WFMIX
JVMRX vs WFMIX Comparison
Open Charts JVMRX vs WFMIX
JHancock Disciplined Value Mid Cap R6
Price$28.79
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
Allspring Special Mid Cap Value Inst
Price$48.12
Change+$0.20 (+0.42%)
VolumeN/A
Net Assets13.62B
JVMRX vs WFMIX Comparison Chart in %
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JVMRX vs. WFMIX commentary
Jan 15, 2026
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 WFMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. WFMIX (13.6B). WFMIX pays higher dividends than JVMRX: WFMIX (1.01) vs JVMRX (0.85). JVMRX was incepted earlier than WFMIX: JVMRX (14 years) vs WFMIX (21 years). WFMIX (0.80) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. WFMIX (38.00). JVMRX (1000000) and WFMIX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 6.31 vs. WFMIX (2.22). JVMRX return over 5 years is better than : 22.57 vs. WFMIX (13.02).
| JVMRX | WFMIX | JVMRX / WFMIX | |
| Total Expense Ratio | 0.74 | 0.80 | 92% |
| Annual Report Gross Expense Ratio | 0.75 | 0.80 | 94% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 4.843 | 5.526 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 13.6B | 182% |
| Annual Yield % from dividends | 0.85 | 1.01 | 84% |
| Returns for 1 year | 6.31 | 2.22 | 285% |
| Returns for 3 years | 15.11 | 7.37 | 205% |
| Returns for 5 years | 22.57 | 13.02 | 173% |
| Returns for 10 years | 76.30 | 85.97 | 89% |
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