JVMRX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
WFMIX
Price
$50.37
Change
+$0.22 (+0.44%)
Updated
Jul 25 closing price
Net Assets
13.57B
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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$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Allspring Special Mid Cap Value Inst
Price$50.37
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets13.57B
JVMRX vs WFMIX Comparison Chart in %
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JVMRX vs. WFMIX commentary
Jul 27, 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: 23.1B vs. WFMIX (13.6B). 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: 49.00 vs. WFMIX (19.00). JVMRX (1000000) and WFMIX (1000000) have matching initial minimum investment requirements. WFMIX (1.30) and JVMRX (1.28) have marching annual gain over last year. JVMRX return over 5 years is better than : 58.56 vs. WFMIX (47.08).
JVMRXWFMIXJVMRX / WFMIX
Total Expense Ratio0.750.8094%
Annual Report Gross Expense Ratio0.760.8095%
Fund Existence14 years20 years-
Gain YTD9.3545.531169%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B13.6B170%
Annual Yield % from dividends0.881.2372%
Returns for 1 year1.281.3099%
Returns for 3 years21.7212.37176%
Returns for 5 years58.5647.08124%
Returns for 10 years51.1462.8181%
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