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JVMTX vs WFMDX
JVMTX vs WFMDX Comparison
Open Charts JVMTX vs WFMDX
JHancock Disciplined Value Mid Cap R4
Price$29.99
Change-$0.12 (-0.40%)
VolumeN/A
Net Assets24.49B
Allspring Special Mid Cap Value Admin
Price$50.63
Change+$0.73 (+1.46%)
VolumeN/A
Net Assets13.36B
JVMTX vs WFMDX Comparison Chart in %
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JVMTX vs. WFMDX commentary
Dec 04, 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 JVMTX is a Buy and WFMDX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. WFMDX (13.4B). WFMDX pays higher dividends than JVMTX: WFMDX (0.96) vs JVMTX (0.61). JVMTX was incepted earlier than WFMDX: JVMTX (12 years) vs WFMDX (21 years). JVMTX (1.10) and WFMDX (1.05) have similar cost to investors . JVMTX is a more actively managed with annual turnover of: 49.00 vs. WFMDX (19.00). JVMTX has a lower initial minimum investment than WFMDX: JVMTX (0) vs WFMDX (1000000). JVMTX annual gain was more profitable for investors over the last year : -6.05 vs. WFMDX (-7.06). JVMTX return over 5 years is better than : 32.95 vs. WFMDX (23.12).
| JVMTX | WFMDX | JVMTX / WFMDX | |
| Total Expense Ratio | 0.99 | 1.05 | 94% |
| Annual Report Gross Expense Ratio | 1.10 | 1.05 | 105% |
| Fund Existence | 12 years | 21 years | - |
| Gain YTD | 11.891 | 5.496 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 13.4B | 183% |
| Annual Yield % from dividends | 0.61 | 0.96 | 64% |
| Returns for 1 year | -6.05 | -7.06 | 86% |
| Returns for 3 years | 14.12 | 3.76 | 376% |
| Returns for 5 years | 32.95 | 23.12 | 142% |
| Returns for 10 years | 48.86 | 61.10 | 80% |
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