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JVMTX vs WFMDX
JVMTX vs WFMDX Comparison
Open Charts JVMTX vs WFMDX
JHancock Disciplined Value Mid Cap R4
Price$27.57
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
JVMTX vs WFMDX Comparison Chart
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JVMTX 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 JVMTX is a StrongBuy and WFMDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. WFMDX (12.9B). WFMDX pays higher dividends than JVMTX: WFMDX (1.03) vs JVMTX (0.67). JVMTX was incepted earlier than WFMDX: JVMTX (12 years) vs WFMDX (20 years). JVMTX (1.11) is less costly to investors than WFMDX (1.05). JVMTX is a more actively managed with annual turnover of: 47.00 vs. WFMDX (19.00). JVMTX has a lower initial minimum investment than WFMDX: JVMTX (0) vs WFMDX (1000000). WFMDX annual gain was more profitable for investors over the last year : -1.91 vs. JVMTX (-3.01). JVMTX return over 5 years is better than : 51.48 vs. WFMDX (40.52).
| JVMTX | WFMDX | JVMTX / WFMDX | |
| Total Expense Ratio | 1.00 | 1.05 | 95% |
| Annual Report Gross Expense Ratio | 1.11 | 1.05 | 106% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 2.453 | -0.782 | -314% |
| 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 | 0.67 | 1.03 | 65% |
| Returns for 1 year | -3.01 | -1.91 | 157% |
| Returns for 3 years | 16.50 | 9.50 | 174% |
| Returns for 5 years | 51.48 | 40.52 | 127% |
| Returns for 10 years | 35.66 | 45.75 | 78% |
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