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HWAAX vs JVMTX
HWAAX vs JVMTX Comparison
Open Charts HWAAX vs JVMTX
Hotchkis & Wiley Value Opps A
Price$39.51
Change-$0.51 (-1.27%)
VolumeN/A
Net Assets709.09M
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
HWAAX vs JVMTX Comparison Chart
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HWAAX vs. JVMTX commentary
Jun 16, 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 StrongBuy and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. HWAAX (709M). HWAAX pays higher dividends than JVMTX: HWAAX (0.93) vs JVMTX (0.67). HWAAX was incepted earlier than JVMTX: HWAAX (22 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 : 4.36 vs. JVMTX (-3.01). HWAAX return over 5 years is better than : 81.65 vs. JVMTX (51.48).
| HWAAX | JVMTX | HWAAX / JVMTX | |
| Total Expense Ratio | 1.18 | 1.00 | 118% |
| Annual Report Gross Expense Ratio | 1.18 | 1.11 | 106% |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | 5.755 | 2.453 | 235% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 709M | 21.5B | 3% |
| Annual Yield % from dividends | 0.93 | 0.67 | 139% |
| Returns for 1 year | 4.36 | -3.01 | -145% |
| Returns for 3 years | 32.25 | 16.50 | 196% |
| Returns for 5 years | 81.65 | 51.48 | 159% |
| Returns for 10 years | 46.56 | 35.66 | 131% |
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