Interact to see
Advertisement
Advertisement
JVMSX vs WFMIX
JVMSX vs WFMIX Comparison
Open Charts JVMSX vs WFMIX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Allspring Special Mid Cap Value Inst
Price$47.41
Change-$0.58 (-1.21%)
VolumeN/A
Net Assets12.94B
JVMSX vs WFMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. WFMIX commentary
Jun 16, 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 WFMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. WFMIX (12.9B). WFMIX pays higher dividends than JVMSX: WFMIX (1.26) vs JVMSX (0.43). JVMSX was incepted earlier than WFMIX: JVMSX (13 years) vs WFMIX (20 years). JVMSX (1.26) is less costly to investors than WFMIX (0.80). JVMSX is a more actively managed with annual turnover of: 47.00 vs. WFMIX (19.00). JVMSX has a lower initial minimum investment than WFMIX: JVMSX (0) vs WFMIX (1000000). WFMIX annual gain was more profitable for investors over the last year : -1.61 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. WFMIX (41.89).
| JVMSX | WFMIX | JVMSX / WFMIX | |
| Total Expense Ratio | 1.25 | 0.80 | 156% |
| Annual Report Gross Expense Ratio | 1.26 | 0.80 | 158% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 2.313 | -0.670 | -345% |
| 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 | 1.26 | 34% |
| Returns for 1 year | -3.29 | -1.61 | 205% |
| Returns for 3 years | 15.80 | 10.25 | 154% |
| Returns for 5 years | 50.13 | 41.89 | 120% |
| Returns for 10 years | 33.43 | 48.58 | 69% |
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 % |
| FIAT | 5.25 | -0.01 | -0.19% |
| YieldMax Short COIN Option Inc Strgy ETF | |||
| BGIG | 30.03 | -0.23 | -0.76% |
| Bahl & Gaynor Income Growth ETF | |||
| OSCV | 35.51 | -0.43 | -1.20% |
| Opus Small Cap Value Plus ETF | |||
| DBEZ | 52.12 | -0.84 | -1.58% |
| Xtrackers MSCI Eurozone Hedged Eq ETF | |||
| IEV | 63.45 | -1.14 | -1.76% |
| iShares Europe ETF | |||