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JVMSX vs WFMIX
JVMSX vs WFMIX Comparison
Open Charts JVMSX vs WFMIX
JHancock Disciplined Value Mid Cap R2
Price$30.37
Change-$0.21 (-0.69%)
VolumeN/A
Net Assets24.75B
Allspring Special Mid Cap Value Inst
Price$51.37
Change-$0.42 (-0.81%)
VolumeN/A
Net Assets13.64B
JVMSX vs WFMIX Comparison Chart in %
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JVMSX vs. WFMIX commentary
Dec 14, 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 Buy and WFMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. WFMIX (13.6B). WFMIX pays higher dividends than JVMSX: WFMIX (1.17) vs JVMSX (0.40). JVMSX was incepted earlier than WFMIX: JVMSX (14 years) vs WFMIX (21 years). JVMSX (1.25) is less costly to investors than WFMIX (0.80). JVMSX is a more actively managed with annual turnover of: 49.00 vs. WFMIX (38.00). JVMSX has a lower initial minimum investment than WFMIX: JVMSX (0) vs WFMIX (1000000). JVMSX annual gain was more profitable for investors over the last year : -2.21 vs. WFMIX (-2.84). JVMSX return over 5 years is better than : 34.25 vs. WFMIX (25.20).
| JVMSX | WFMIX | JVMSX / WFMIX | |
| Total Expense Ratio | 1.24 | 0.80 | 155% |
| Annual Report Gross Expense Ratio | 1.25 | 0.80 | 156% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 14.062 | 7.626 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 13.6B | 182% |
| Annual Yield % from dividends | 0.40 | 1.17 | 34% |
| Returns for 1 year | -2.21 | -2.84 | 78% |
| Returns for 3 years | 18.68 | 16.68 | 112% |
| Returns for 5 years | 34.25 | 25.20 | 136% |
| Returns for 10 years | 56.73 | 82.84 | 68% |
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