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JVMRX vs WFMIX
JVMRX vs WFMIX Comparison
Open Charts JVMRX vs WFMIX
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
Allspring Special Mid Cap Value Inst
Price$51.32
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets14.13B
JVMRX vs WFMIX Comparison Chart in %
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JVMRX vs. WFMIX commentary
Sep 08, 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: 24.3B vs. WFMIX (14.1B). WFMIX pays higher dividends than JVMRX: WFMIX (1.16) vs JVMRX (0.84). JVMRX was incepted earlier than WFMIX: JVMRX (14 years) vs WFMIX (20 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 (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 : 3.02 vs. WFMIX (0.44). JVMRX return over 5 years is better than : 55.40 vs. WFMIX (43.30).
| 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 | 20 years | - |
| Gain YTD | 12.064 | 7.521 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 14.1B | 172% |
| Annual Yield % from dividends | 0.84 | 1.16 | 72% |
| Returns for 1 year | 3.02 | 0.44 | 690% |
| Returns for 3 years | 25.20 | 15.52 | 162% |
| Returns for 5 years | 55.40 | 43.30 | 128% |
| Returns for 10 years | 59.55 | 70.71 | 84% |
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