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JVMSX vs WFMDX
JVMSX vs WFMDX Comparison
Open Charts JVMSX vs WFMDX
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Allspring Special Mid Cap Value Admin
Price$45.81
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets13.28B
JVMSX vs WFMDX Comparison Chart in %
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JVMSX vs. WFMDX commentary
Dec 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 JVMSX is a Hold and WFMDX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. WFMDX (13.3B). WFMDX pays higher dividends than JVMSX: WFMDX (0.96) vs JVMSX (0.40). JVMSX was incepted earlier than WFMDX: JVMSX (14 years) vs WFMDX (21 years). JVMSX (1.25) is less costly to investors than WFMDX (1.05). JVMSX is a more actively managed with annual turnover of: 49.00 vs. WFMDX (38.00). JVMSX has a lower initial minimum investment than WFMDX: JVMSX (0) vs WFMDX (1000000). JVMSX annual gain was more profitable for investors over the last year : 2.29 vs. WFMDX (-4.24). JVMSX return over 5 years is better than : 22.25 vs. WFMDX (10.32).
| JVMSX | WFMDX | JVMSX / WFMDX | |
| Total Expense Ratio | 1.24 | 1.05 | 118% |
| Annual Report Gross Expense Ratio | 1.25 | 1.05 | 119% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 3.506 | -3.192 | -110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 13.3B | 180% |
| Annual Yield % from dividends | 0.40 | 0.96 | 41% |
| Returns for 1 year | 2.29 | -4.24 | -54% |
| Returns for 3 years | 15.22 | 6.27 | 243% |
| Returns for 5 years | 22.25 | 10.32 | 216% |
| Returns for 10 years | 46.26 | 57.76 | 80% |
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