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JVMTX vs WFMIX
JVMTX vs WFMIX Comparison
Open Charts JVMTX vs WFMIX
JHancock Disciplined Value Mid Cap R4
Price$30.26
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
Allspring Special Mid Cap Value Inst
Price$51.20
Change+$0.74 (+1.47%)
VolumeN/A
Net Assets13.54B
JVMTX vs WFMIX Comparison Chart in %
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JVMTX vs. WFMIX commentary
Dec 04, 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 WFMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. WFMIX (13.5B). WFMIX pays higher dividends than JVMTX: WFMIX (1.17) vs JVMTX (0.61). JVMTX was incepted earlier than WFMIX: JVMTX (12 years) vs WFMIX (21 years). JVMTX (1.10) is less costly to investors than WFMIX (0.80). JVMTX is a more actively managed with annual turnover of: 49.00 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 : -6.05 vs. WFMIX (-6.75). JVMTX return over 5 years is better than : 32.95 vs. WFMIX (24.35).
| JVMTX | WFMIX | JVMTX / WFMIX | |
| Total Expense Ratio | 0.99 | 0.80 | 124% |
| Annual Report Gross Expense Ratio | 1.10 | 0.80 | 138% |
| Fund Existence | 12 years | 21 years | - |
| Gain YTD | 11.891 | 5.741 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 13.5B | 181% |
| Annual Yield % from dividends | 0.61 | 1.17 | 52% |
| Returns for 1 year | -6.05 | -6.75 | 90% |
| Returns for 3 years | 14.12 | 4.47 | 316% |
| Returns for 5 years | 32.95 | 24.35 | 135% |
| Returns for 10 years | 48.86 | 64.23 | 76% |
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