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JVMTX vs WFMDX
JVMTX vs WFMDX Comparison
Open Charts JVMTX vs WFMDX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Allspring Special Mid Cap Value Admin
Price$48.10
Change-$1.54 (-3.10%)
VolumeN/A
Net Assets13.63B
JVMTX vs WFMDX Comparison Chart in %
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JVMTX vs. WFMDX commentary
Feb 04, 2026
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: 24.7B vs. WFMDX (13.6B). WFMDX pays higher dividends than JVMTX: WFMDX (0.75) vs JVMTX (0.60). JVMTX was incepted earlier than WFMDX: JVMTX (13 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 (38.00). 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 : 4.79 vs. WFMDX (1.18). JVMTX return over 5 years is better than : 22.28 vs. WFMDX (12.07).
| JVMTX | WFMDX | JVMTX / WFMDX | |
| Total Expense Ratio | 0.99 | 1.05 | 94% |
| Annual Report Gross Expense Ratio | 1.10 | 1.05 | 105% |
| Fund Existence | 13 years | 21 years | - |
| Gain YTD | 5.177 | 6.534 | 79% |
| 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 | 0.60 | 0.75 | 79% |
| Returns for 1 year | 4.79 | 1.18 | 404% |
| Returns for 3 years | 11.22 | 5.67 | 198% |
| Returns for 5 years | 22.28 | 12.07 | 185% |
| Returns for 10 years | 76.80 | 81.18 | 95% |
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