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HWAAX vs JVMIX
HWAAX vs JVMIX Comparison
Open Charts HWAAX vs JVMIX
Hotchkis & Wiley Value Opps A
Price$42.57
Change+$0.69 (+1.65%)
VolumeN/A
Net Assets824.52M
JHancock Disciplined Value Mid Cap I
Price$29.25
Change+$0.35 (+1.21%)
VolumeN/A
Net Assets25.02B
HWAAX vs JVMIX Comparison Chart in %
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HWAAX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 25B vs. HWAAX (825M). HWAAX (0.75) and JVMIX (0.72) have matching dividends . HWAAX was incepted earlier than JVMIX: HWAAX (23 years) vs JVMIX (29 years). HWAAX (1.20) is less costly to investors than JVMIX (0.86). HWAAX is a more actively managed with annual turnover of: 78.00 vs. JVMIX (49.00). HWAAX has a lower initial minimum investment than JVMIX: HWAAX (2500) vs JVMIX (250000). HWAAX annual gain was more profitable for investors over the last year : 8.92 vs. JVMIX (4.96). HWAAX return over 5 years is better than : 33.45 vs. JVMIX (23.04).
| HWAAX | JVMIX | HWAAX / JVMIX | |
| Total Expense Ratio | 1.20 | 0.85 | 141% |
| Annual Report Gross Expense Ratio | 1.20 | 0.86 | 140% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 1.404 | 5.206 | 27% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 825M | 25B | 3% |
| Annual Yield % from dividends | 0.75 | 0.72 | 104% |
| Returns for 1 year | 8.92 | 4.96 | 180% |
| Returns for 3 years | 21.31 | 11.72 | 182% |
| Returns for 5 years | 33.45 | 23.04 | 145% |
| Returns for 10 years | 121.79 | 78.79 | 155% |
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