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HWAAX vs JVMSX
HWAAX vs JVMSX Comparison
Open Charts HWAAX vs JVMSX
Hotchkis & Wiley Value Opps A
Price$42.57
Change+$0.69 (+1.65%)
VolumeN/A
Net Assets824.52M
JHancock Disciplined Value Mid Cap R2
Price$29.06
Change+$0.34 (+1.18%)
VolumeN/A
Net Assets25.02B
HWAAX vs JVMSX Comparison Chart in %
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HWAAX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 25B vs. HWAAX (825M). HWAAX pays higher dividends than JVMSX: HWAAX (0.75) vs JVMSX (0.37). HWAAX was incepted earlier than JVMSX: HWAAX (23 years) vs JVMSX (14 years). JVMSX (1.25) and HWAAX (1.20) have similar cost to investors . HWAAX is a more actively managed with annual turnover of: 78.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than HWAAX: JVMSX (0) vs HWAAX (2500). HWAAX annual gain was more profitable for investors over the last year : 8.92 vs. JVMSX (4.49). HWAAX return over 5 years is better than : 33.45 vs. JVMSX (20.95).
| HWAAX | JVMSX | HWAAX / JVMSX | |
| Total Expense Ratio | 1.20 | 1.24 | 97% |
| Annual Report Gross Expense Ratio | 1.20 | 1.25 | 96% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 1.404 | 5.163 | 27% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 825M | 25B | 3% |
| Annual Yield % from dividends | 0.75 | 0.37 | 202% |
| Returns for 1 year | 8.92 | 4.49 | 199% |
| Returns for 3 years | 21.31 | 10.32 | 206% |
| Returns for 5 years | 33.45 | 20.95 | 160% |
| Returns for 10 years | 121.79 | 73.49 | 166% |
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