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HWAAX vs JVMIX
HWAAX vs JVMIX Comparison
Open Charts HWAAX vs JVMIX
Hotchkis & Wiley Value Opps A
Price$40.90
Change+$0.23 (+0.57%)
VolumeN/A
Net Assets743.15M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
HWAAX vs JVMIX Comparison Chart in %
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HWAAX vs. JVMIX commentary
Jul 27, 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 Hold and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. HWAAX (743M). HWAAX pays higher dividends than JVMIX: HWAAX (0.91) vs JVMIX (0.78). 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 : 4.98 vs. JVMIX (1.20). HWAAX return over 5 years is better than : 85.28 vs. JVMIX (58.07).
| 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 | 9.475 | 9.314 | 102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 743M | 23.1B | 3% |
| Annual Yield % from dividends | 0.91 | 0.78 | 117% |
| Returns for 1 year | 4.98 | 1.20 | 413% |
| Returns for 3 years | 35.26 | 21.47 | 164% |
| Returns for 5 years | 85.28 | 58.07 | 147% |
| Returns for 10 years | 57.00 | 50.28 | 113% |
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