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HWACX vs JVMIX
HWACX vs JVMIX Comparison
Open Charts HWACX vs JVMIX
Hotchkis & Wiley Value Opps C
Price$37.06
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets769.27M
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
HWACX vs JVMIX Comparison Chart in %
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HWACX vs. JVMIX commentary
Sep 08, 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: 24.3B vs. HWACX (769M). JVMIX pays higher dividends than HWACX: JVMIX (0.74) vs HWACX (0.32). HWACX was incepted earlier than JVMIX: HWACX (22 years) vs JVMIX (28 years). HWACX (1.90) is less costly to investors than JVMIX (0.86). 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 : 4.34 vs. JVMIX (2.91). HWACX return over 5 years is better than : 68.67 vs. JVMIX (54.86).
| HWACX | JVMIX | HWACX / JVMIX | |
| Total Expense Ratio | 1.90 | 0.85 | 224% |
| Annual Report Gross Expense Ratio | 1.90 | 0.86 | 221% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 12.303 | 11.985 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 769M | 24.3B | 3% |
| Annual Yield % from dividends | 0.32 | 0.74 | 43% |
| Returns for 1 year | 4.34 | 2.91 | 149% |
| Returns for 3 years | 30.70 | 24.95 | 123% |
| Returns for 5 years | 68.67 | 54.86 | 125% |
| Returns for 10 years | 52.65 | 58.60 | 90% |
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