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JVMTX vs WFMIX
JVMTX vs WFMIX Comparison
Open Charts JVMTX vs WFMIX
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Allspring Special Mid Cap Value Inst
Price$47.41
Change-$0.58 (-1.21%)
VolumeN/A
Net Assets12.94B
JVMTX vs WFMIX Comparison Chart
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JVMTX vs. WFMIX commentary
Jun 16, 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 WFMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. WFMIX (12.9B). WFMIX pays higher dividends than JVMTX: WFMIX (1.26) vs JVMTX (0.67). JVMTX was incepted earlier than WFMIX: JVMTX (12 years) vs WFMIX (20 years). JVMTX (1.11) is less costly to investors than WFMIX (0.80). JVMTX is a more actively managed with annual turnover of: 47.00 vs. WFMIX (19.00). JVMTX has a lower initial minimum investment than WFMIX: JVMTX (0) vs WFMIX (1000000). WFMIX annual gain was more profitable for investors over the last year : -1.61 vs. JVMTX (-3.01). JVMTX return over 5 years is better than : 51.48 vs. WFMIX (41.89).
| JVMTX | WFMIX | JVMTX / WFMIX | |
| Total Expense Ratio | 1.00 | 0.80 | 125% |
| Annual Report Gross Expense Ratio | 1.11 | 0.80 | 139% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 2.453 | -0.670 | -366% |
| 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 | 1.26 | 53% |
| Returns for 1 year | -3.01 | -1.61 | 187% |
| Returns for 3 years | 16.50 | 10.25 | 161% |
| Returns for 5 years | 51.48 | 41.89 | 123% |
| Returns for 10 years | 35.66 | 48.58 | 73% |
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