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JVMRX vs WFMIX
JVMRX vs WFMIX Comparison
Open Charts JVMRX vs WFMIX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
Allspring Special Mid Cap Value Inst
Price$49.32
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets13.33B
JVMRX vs WFMIX Comparison Chart in %
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JVMRX vs. WFMIX commentary
Jul 07, 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 StrongBuy and WFMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. WFMIX (13.3B). WFMIX pays higher dividends than JVMRX: WFMIX (1.23) vs JVMRX (0.88). JVMRX was incepted earlier than WFMIX: JVMRX (14 years) vs WFMIX (20 years). WFMIX (0.80) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. WFMIX (19.00). JVMRX (1000000) and WFMIX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 3.59 vs. WFMIX (2.59). JVMRX return over 5 years is better than : 63.32 vs. WFMIX (48.21).
| JVMRX | WFMIX | JVMRX / WFMIX | |
| Total Expense Ratio | 0.75 | 0.80 | 94% |
| Annual Report Gross Expense Ratio | 0.76 | 0.80 | 95% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 8.500 | 3.331 | 255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 13.3B | 170% |
| Annual Yield % from dividends | 0.88 | 1.23 | 72% |
| Returns for 1 year | 3.59 | 2.59 | 139% |
| Returns for 3 years | 24.14 | 12.52 | 193% |
| Returns for 5 years | 63.32 | 48.21 | 131% |
| Returns for 10 years | 49.30 | 58.21 | 85% |
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