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HWAAX vs JVMTX
HWAAX vs JVMTX Comparison
Open Charts HWAAX vs JVMTX
Hotchkis & Wiley Value Opps A
Price$40.74
Change+$0.17 (+0.42%)
VolumeN/A
Net Assets740.25M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
HWAAX vs JVMTX Comparison Chart in %
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HWAAX vs. JVMTX commentary
Jul 07, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. HWAAX (740M). HWAAX pays higher dividends than JVMTX: HWAAX (0.91) vs JVMTX (0.65). HWAAX was incepted earlier than JVMTX: HWAAX (23 years) vs JVMTX (12 years). HWAAX (1.18) is less costly to investors than JVMTX (1.11). HWAAX is a more actively managed with annual turnover of: 71.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than HWAAX: JVMTX (0) vs HWAAX (2500). HWAAX annual gain was more profitable for investors over the last year : 6.19 vs. JVMTX (3.31). HWAAX return over 5 years is better than : 89.20 vs. JVMTX (61.96).
| HWAAX | JVMTX | HWAAX / JVMTX | |
| Total Expense Ratio | 1.18 | 1.00 | 118% |
| Annual Report Gross Expense Ratio | 1.18 | 1.11 | 106% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 9.047 | 8.361 | 108% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 740M | 22.6B | 3% |
| Annual Yield % from dividends | 0.91 | 0.65 | 140% |
| Returns for 1 year | 6.19 | 3.31 | 187% |
| Returns for 3 years | 38.95 | 23.47 | 166% |
| Returns for 5 years | 89.20 | 61.96 | 144% |
| Returns for 10 years | 54.98 | 46.97 | 117% |
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