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HWACX vs JVMTX
HWACX vs JVMTX Comparison
Open Charts HWACX vs JVMTX
Hotchkis & Wiley Value Opps C
Price$34.79
Change-$0.45 (-1.28%)
VolumeN/A
Net Assets709.09M
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
HWACX vs JVMTX Comparison Chart
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HWACX vs. JVMTX commentary
Jun 16, 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 StrongBuy and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. HWACX (709M). JVMTX pays higher dividends than HWACX: JVMTX (0.67) vs HWACX (0.35). HWACX was incepted earlier than JVMTX: HWACX (22 years) vs JVMTX (12 years). HWACX (1.90) is less costly to investors than JVMTX (1.11). HWACX is a more actively managed with annual turnover of: 71.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than HWACX: JVMTX (0) vs HWACX (2500). HWACX annual gain was more profitable for investors over the last year : 2.55 vs. JVMTX (-3.01). HWACX return over 5 years is better than : 69.90 vs. JVMTX (51.48).
| HWACX | JVMTX | HWACX / JVMTX | |
| Total Expense Ratio | 1.90 | 1.00 | 190% |
| Annual Report Gross Expense Ratio | 1.90 | 1.11 | 171% |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | 5.424 | 2.453 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 709M | 21.5B | 3% |
| Annual Yield % from dividends | 0.35 | 0.67 | 52% |
| Returns for 1 year | 2.55 | -3.01 | -85% |
| Returns for 3 years | 26.88 | 16.50 | 163% |
| Returns for 5 years | 69.90 | 51.48 | 136% |
| Returns for 10 years | 30.85 | 35.66 | 87% |
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