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JVMTX vs WFMIX
JVMTX vs WFMIX Comparison
Open Charts JVMTX vs WFMIX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Allspring Special Mid Cap Value Inst
Price$49.32
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets13.33B
JVMTX vs WFMIX Comparison Chart in %
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JVMTX vs. WFMIX commentary
Jul 07, 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: 22.6B vs. WFMIX (13.3B). WFMIX pays higher dividends than JVMTX: WFMIX (1.23) vs JVMTX (0.65). 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). JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. WFMIX (2.59). JVMTX return over 5 years is better than : 61.96 vs. WFMIX (48.21).
| 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 | 8.361 | 3.331 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 13.3B | 170% |
| Annual Yield % from dividends | 0.65 | 1.23 | 53% |
| Returns for 1 year | 3.31 | 2.59 | 128% |
| Returns for 3 years | 23.47 | 12.52 | 187% |
| Returns for 5 years | 61.96 | 48.21 | 129% |
| Returns for 10 years | 46.97 | 58.21 | 81% |
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