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JVMTX vs WFMIX
JVMTX vs WFMIX Comparison
Open Charts JVMTX vs WFMIX
JHancock Disciplined Value Mid Cap R4
Price$30.10
Change+$0.45 (+1.52%)
VolumeN/A
Net Assets24.32B
Allspring Special Mid Cap Value Inst
Price$51.32
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets14.13B
JVMTX vs WFMIX Comparison Chart in %
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JVMTX vs. WFMIX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. WFMIX (14.1B). WFMIX pays higher dividends than JVMTX: WFMIX (1.16) vs JVMTX (0.62). JVMTX was incepted earlier than WFMIX: JVMTX (12 years) vs WFMIX (20 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 : 2.74 vs. WFMIX (0.44). JVMTX return over 5 years is better than : 54.13 vs. WFMIX (43.30).
| 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 | 20 years | - |
| Gain YTD | 11.891 | 7.521 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 14.1B | 172% |
| Annual Yield % from dividends | 0.62 | 1.16 | 53% |
| Returns for 1 year | 2.74 | 0.44 | 626% |
| Returns for 3 years | 24.58 | 15.52 | 158% |
| Returns for 5 years | 54.13 | 43.30 | 125% |
| Returns for 10 years | 57.10 | 70.71 | 81% |
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