JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
WFMIX
Price
$49.32
Change
+$0.11 (+0.22%)
Updated
Jul 3 closing price
Net Assets
13.33B
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JVMRX vs WFMIX

Header iconJVMRX vs WFMIX Comparison
Open Charts JVMRX vs WFMIXBanner chart's image
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.

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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).
JVMRXWFMIXJVMRX / WFMIX
Total Expense Ratio0.750.8094%
Annual Report Gross Expense Ratio0.760.8095%
Fund Existence14 years20 years-
Gain YTD8.5003.331255%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B13.3B170%
Annual Yield % from dividends0.881.2372%
Returns for 1 year3.592.59139%
Returns for 3 years24.1412.52193%
Returns for 5 years63.3248.21131%
Returns for 10 years49.3058.2185%
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