Interact to see
Advertisement
Advertisement
HWACX vs JVMIX
HWACX vs JVMIX Comparison
Open Charts HWACX vs JVMIX
Hotchkis & Wiley Value Opps C
Price$37.47
Change+$0.61 (+1.65%)
VolumeN/A
Net Assets839.13M
JHancock Disciplined Value Mid Cap I
Price$29.25
Change+$0.35 (+1.21%)
VolumeN/A
Net Assets25.02B
HWACX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWACX vs. JVMIX 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 HWACX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 25B vs. HWACX (839M). JVMIX pays higher dividends than HWACX: JVMIX (0.72) vs HWACX (0.00). HWACX was incepted earlier than JVMIX: HWACX (22 years) vs JVMIX (29 years). HWACX (1.93) is less costly to investors than JVMIX (0.86). HWACX is a more actively managed with annual turnover of: 78.00 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 : 8.57 vs. JVMIX (4.96). HWACX return over 5 years is better than : 25.33 vs. JVMIX (23.04).
| HWACX | JVMIX | HWACX / JVMIX | |
| Total Expense Ratio | 1.93 | 0.85 | 227% |
| Annual Report Gross Expense Ratio | 1.93 | 0.86 | 224% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 1.347 | 5.206 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 839M | 25B | 3% |
| Annual Yield % from dividends | 0.00 | 0.72 | - |
| Returns for 1 year | 8.57 | 4.96 | 173% |
| Returns for 3 years | 16.98 | 11.72 | 145% |
| Returns for 5 years | 25.33 | 23.04 | 110% |
| Returns for 10 years | 100.10 | 78.79 | 127% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers