Interact to see
Advertisement
Advertisement
JVMRX vs WFMIX
JVMRX vs WFMIX Comparison
Open Charts JVMRX vs WFMIX
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
Allspring Special Mid Cap Value Inst
Price$50.20
Change-$0.18 (-0.36%)
VolumeN/A
Net Assets13.89B
JVMRX vs WFMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. WFMIX commentary
Aug 19, 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 WFMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. WFMIX (13.9B). WFMIX pays higher dividends than JVMRX: WFMIX (1.21) vs JVMRX (0.86). 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: 49.00 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 : 0.87 vs. WFMIX (-0.82). JVMRX return over 5 years is better than : 50.62 vs. WFMIX (38.93).
| 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 | 9.057 | 5.175 | 175% |
| 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 | 1.21 | 72% |
| Returns for 1 year | 0.87 | -0.82 | -106% |
| Returns for 3 years | 12.17 | 4.95 | 246% |
| Returns for 5 years | 50.62 | 38.93 | 130% |
| Returns for 10 years | 46.16 | 58.50 | 79% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EUM | 22.40 | 0.27 | +1.21% |
| ProShares Short MSCI Emerging Markets | |||
| FPEI | 19.20 | N/A | N/A |
| First Trust Instl Pref Secs and Inc ETF | |||
| WEEI | 20.76 | -0.01 | -0.04% |
| Westwood Salient Enhanced Engy Inc ETF | |||
| SPXX | 18.03 | -0.08 | -0.44% |
| Nuveen S&P 500 Dynamic Overwrite Fund | |||
| EPRF | 18.03 | -0.08 | -0.46% |
| Innovator S&P Investment Grade Prfrd ETF | |||