Interact to see
Advertisement
Advertisement
JVMSX vs WFMDX
JVMSX vs WFMDX Comparison
Open Charts JVMSX vs WFMDX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Allspring Special Mid Cap Value Admin
Price$46.94
Change-$0.57 (-1.20%)
VolumeN/A
Net Assets12.94B
JVMSX vs WFMDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. WFMDX commentary
Jun 15, 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 StrongBuy and WFMDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. WFMDX (12.9B). WFMDX pays higher dividends than JVMSX: WFMDX (1.03) vs JVMSX (0.43). JVMSX was incepted earlier than WFMDX: JVMSX (13 years) vs WFMDX (20 years). JVMSX (1.26) is less costly to investors than WFMDX (1.05). JVMSX is a more actively managed with annual turnover of: 47.00 vs. WFMDX (19.00). JVMSX has a lower initial minimum investment than WFMDX: JVMSX (0) vs WFMDX (1000000). WFMDX annual gain was more profitable for investors over the last year : -1.91 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. WFMDX (40.52).
| JVMSX | WFMDX | JVMSX / WFMDX | |
| Total Expense Ratio | 1.25 | 1.05 | 119% |
| Annual Report Gross Expense Ratio | 1.26 | 1.05 | 120% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 2.313 | -0.782 | -296% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 12.9B | 167% |
| Annual Yield % from dividends | 0.43 | 1.03 | 42% |
| Returns for 1 year | -3.29 | -1.91 | 172% |
| Returns for 3 years | 15.80 | 9.50 | 166% |
| Returns for 5 years | 50.13 | 40.52 | 124% |
| Returns for 10 years | 33.43 | 45.75 | 73% |
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 % |
| DFIP | 41.39 | -0.05 | -0.12% |
| Dimensional Inflation-Protected Sec ETF | |||
| FTRB | 24.94 | -0.04 | -0.16% |
| Federated Hermes Total Return Bond ETF | |||
| PJFG | 98.79 | -1.32 | -1.32% |
| PGIM Jennison Focused Growth ETF | |||
| UPW | 79.71 | -1.10 | -1.36% |
| ProShares Ultra Utilities | |||
| IEUR | 66.20 | -1.01 | -1.50% |
| iShares Core MSCI Europe ETF | |||