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HWACX vs JVMIX
HWACX vs JVMIX Comparison
Open Charts HWACX vs JVMIX
Hotchkis & Wiley Value Opps C
Price$36.11
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets742.46M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
HWACX vs JVMIX Comparison Chart in %
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HWACX vs. JVMIX commentary
Aug 18, 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. HWACX (742M). JVMIX pays higher dividends than HWACX: JVMIX (0.76) 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 : 3.73 vs. JVMIX (0.76). HWACX return over 5 years is better than : 65.52 vs. JVMIX (50.10).
| HWACX | JVMIX | HWACX / JVMIX | |
| Total Expense Ratio | 1.90 | 0.87 | 218% |
| Annual Report Gross Expense Ratio | 1.90 | 0.88 | 216% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 9.424 | 8.980 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 742M | 23.6B | 3% |
| Annual Yield % from dividends | 0.34 | 0.76 | 44% |
| Returns for 1 year | 3.73 | 0.76 | 492% |
| Returns for 3 years | 18.72 | 11.90 | 157% |
| Returns for 5 years | 65.52 | 50.10 | 131% |
| Returns for 10 years | 41.32 | 45.29 | 91% |
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