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HWAAX vs JVMIX
HWAAX vs JVMIX Comparison
Open Charts HWAAX vs JVMIX
Hotchkis & Wiley Value Opps A
Price$41.06
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets742.46M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
HWAAX vs JVMIX Comparison Chart in %
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HWAAX vs. JVMIX commentary
Aug 18, 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 HWAAX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. HWAAX (742M). HWAAX pays higher dividends than JVMIX: HWAAX (0.90) vs JVMIX (0.76). HWAAX was incepted earlier than JVMIX: HWAAX (23 years) vs JVMIX (28 years). HWAAX (1.18) is less costly to investors than JVMIX (0.88). HWAAX is a more actively managed with annual turnover of: 71.00 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 : 5.55 vs. JVMIX (0.76). HWAAX return over 5 years is better than : 76.94 vs. JVMIX (50.10).
| HWAAX | JVMIX | HWAAX / JVMIX | |
| Total Expense Ratio | 1.18 | 0.87 | 136% |
| Annual Report Gross Expense Ratio | 1.18 | 0.88 | 134% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 9.904 | 8.980 | 110% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 742M | 23.6B | 3% |
| Annual Yield % from dividends | 0.90 | 0.76 | 118% |
| Returns for 1 year | 5.55 | 0.76 | 733% |
| Returns for 3 years | 23.76 | 11.90 | 200% |
| Returns for 5 years | 76.94 | 50.10 | 154% |
| Returns for 10 years | 58.27 | 45.29 | 129% |
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