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JVMTX vs WFMDX
JVMTX vs WFMDX Comparison
Open Charts JVMTX vs WFMDX
JHancock Disciplined Value Mid Cap R4
Price$30.10
Change+$0.45 (+1.52%)
VolumeN/A
Net Assets24.32B
Allspring Special Mid Cap Value Admin
Price$50.79
Change+$0.13 (+0.26%)
VolumeN/A
Net Assets14.13B
JVMTX vs WFMDX Comparison Chart in %
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JVMTX vs. WFMDX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. WFMDX (14.1B). WFMDX pays higher dividends than JVMTX: WFMDX (0.95) vs JVMTX (0.62). JVMTX was incepted earlier than WFMDX: JVMTX (12 years) vs WFMDX (20 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 : 2.74 vs. WFMDX (0.13). JVMTX return over 5 years is better than : 54.13 vs. WFMDX (41.89).
| 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 | 20 years | - |
| Gain YTD | 11.891 | 7.356 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 14.1B | 172% |
| Annual Yield % from dividends | 0.62 | 0.95 | 65% |
| Returns for 1 year | 2.74 | 0.13 | 2,120% |
| Returns for 3 years | 24.58 | 14.73 | 167% |
| Returns for 5 years | 54.13 | 41.89 | 129% |
| Returns for 10 years | 57.10 | 67.51 | 85% |
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