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HWACX vs JVMIX
HWACX vs JVMIX Comparison
Open Charts HWACX vs JVMIX
Hotchkis & Wiley Value Opps C
Price$35.86
Change+$0.15 (+0.42%)
VolumeN/A
Net Assets740.25M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
HWACX vs JVMIX Comparison Chart in %
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HWACX vs. JVMIX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. HWACX (740M). 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 (47.00). 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 : 4.36 vs. JVMIX (3.45). HWACX return over 5 years is better than : 76.98 vs. JVMIX (62.76).
| 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 | 8.667 | 8.423 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 740M | 22.6B | 3% |
| Annual Yield % from dividends | 0.34 | 0.78 | 43% |
| Returns for 1 year | 4.36 | 3.45 | 126% |
| Returns for 3 years | 35.56 | 23.84 | 149% |
| Returns for 5 years | 76.98 | 62.76 | 123% |
| Returns for 10 years | 38.38 | 48.34 | 79% |
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