HWACX
Price
$35.99
Change
+$0.21 (+0.59%)
Updated
Jul 25 closing price
Net Assets
743.15M
JVMIX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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HWACX vs JVMIX

Header iconHWACX vs JVMIX Comparison
Open Charts HWACX vs JVMIXBanner chart's image
Hotchkis & Wiley Value Opps C
Price$35.99
Change+$0.21 (+0.59%)
VolumeN/A
Net Assets743.15M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
HWACX vs JVMIX Comparison Chart in %
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HWACX vs. JVMIX commentary
Jul 28, 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 HWACX is a Hold and JVMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. HWACX (743M). JVMIX pays higher dividends than HWACX: JVMIX (0.78) vs HWACX (0.34). HWACX was incepted earlier than JVMIX: HWACX (22 years) vs JVMIX (28 years). HWACX (1.90) is less costly to investors than JVMIX (0.88). HWACX is a more actively managed with annual turnover of: 71.00 vs. JVMIX (49.00). HWACX has a lower initial minimum investment than JVMIX: HWACX (2500) vs JVMIX (250000). HWACX annual gain was more profitable for investors over the last year : 3.18 vs. JVMIX (1.20). HWACX return over 5 years is better than : 73.38 vs. JVMIX (58.07).
HWACXJVMIXHWACX / JVMIX
Total Expense Ratio1.900.87218%
Annual Report Gross Expense Ratio1.900.88216%
Fund Existence22 years28 years-
Gain YTD9.0619.31497%
Front LoadN/AN/A-
Min. Initial Investment25002500001%
Min. Initial Investment IRAN/AN/A-
Net Assets743M23.1B3%
Annual Yield % from dividends0.340.7843%
Returns for 1 year3.181.20264%
Returns for 3 years29.7521.47139%
Returns for 5 years73.3858.07126%
Returns for 10 years40.1750.2880%
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