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HWAAX vs JVMCX
HWAAX vs JVMCX Comparison
Open Charts HWAAX vs JVMCX
Hotchkis & Wiley Value Opps A
Price$42.57
Change+$0.69 (+1.65%)
VolumeN/A
Net Assets824.52M
JHancock Disciplined Value Mid Cap C
Price$27.21
Change+$0.32 (+1.19%)
VolumeN/A
Net Assets24.73B
HWAAX vs JVMCX Comparison Chart in %
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HWAAX vs. JVMCX commentary
Feb 05, 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 HWAAX is a Buy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.7B vs. HWAAX (825M). HWAAX pays higher dividends than JVMCX: HWAAX (0.75) vs JVMCX (0.00). HWAAX was incepted earlier than JVMCX: HWAAX (23 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than HWAAX (1.20). HWAAX is a more actively managed with annual turnover of: 78.00 vs. JVMCX (49.00). JVMCX has a lower initial minimum investment than HWAAX: JVMCX (1000) vs HWAAX (2500). HWAAX annual gain was more profitable for investors over the last year : 8.92 vs. JVMCX (3.34). HWAAX return over 5 years is better than : 33.45 vs. JVMCX (15.97).
| HWAAX | JVMCX | HWAAX / JVMCX | |
| Total Expense Ratio | 1.20 | 1.85 | 65% |
| Annual Report Gross Expense Ratio | 1.20 | 1.86 | 65% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 1.404 | 5.121 | 27% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 825M | 24.7B | 3% |
| Annual Yield % from dividends | 0.75 | 0.00 | - |
| Returns for 1 year | 8.92 | 3.34 | 267% |
| Returns for 3 years | 21.31 | 6.94 | 307% |
| Returns for 5 years | 33.45 | 15.97 | 209% |
| Returns for 10 years | 121.79 | 61.82 | 197% |
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