Interact to see
Advertisement
Advertisement
HWAAX vs JVMTX
HWAAX vs JVMTX Comparison
Open Charts HWAAX vs JVMTX
Hotchkis & Wiley Value Opps A
Price$42.57
Change+$0.69 (+1.65%)
VolumeN/A
Net Assets824.52M
JHancock Disciplined Value Mid Cap R4
Price$29.20
Change+$0.35 (+1.21%)
VolumeN/A
Net Assets24.73B
HWAAX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWAAX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. HWAAX (825M). HWAAX pays higher dividends than JVMTX: HWAAX (0.75) vs JVMTX (0.60). HWAAX was incepted earlier than JVMTX: HWAAX (23 years) vs JVMTX (13 years). HWAAX (1.20) is less costly to investors than JVMTX (1.10). HWAAX is a more actively managed with annual turnover of: 78.00 vs. JVMTX (49.00). 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 : 8.92 vs. JVMTX (4.79). HWAAX return over 5 years is better than : 33.45 vs. JVMTX (22.28).
| HWAAX | JVMTX | HWAAX / JVMTX | |
| Total Expense Ratio | 1.20 | 0.99 | 121% |
| Annual Report Gross Expense Ratio | 1.20 | 1.10 | 109% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 1.404 | 5.177 | 27% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 825M | 24.7B | 3% |
| Annual Yield % from dividends | 0.75 | 0.60 | 126% |
| Returns for 1 year | 8.92 | 4.79 | 186% |
| Returns for 3 years | 21.31 | 11.22 | 190% |
| Returns for 5 years | 33.45 | 22.28 | 150% |
| Returns for 10 years | 121.79 | 76.80 | 159% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement