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HWACX vs JVMTX
HWACX vs JVMTX Comparison
Open Charts HWACX vs JVMTX
Hotchkis & Wiley Value Opps C
Price$37.47
Change+$0.61 (+1.65%)
VolumeN/A
Net Assets839.13M
JHancock Disciplined Value Mid Cap R4
Price$29.20
Change+$0.35 (+1.21%)
VolumeN/A
Net Assets24.73B
HWACX vs JVMTX Comparison Chart in %
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HWACX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. HWACX (839M). JVMTX pays higher dividends than HWACX: JVMTX (0.60) vs HWACX (0.00). HWACX was incepted earlier than JVMTX: HWACX (22 years) vs JVMTX (13 years). HWACX (1.93) is less costly to investors than JVMTX (1.10). HWACX is a more actively managed with annual turnover of: 78.00 vs. JVMTX (49.00). 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 : 8.57 vs. JVMTX (4.79). HWACX return over 5 years is better than : 25.33 vs. JVMTX (22.28).
| HWACX | JVMTX | HWACX / JVMTX | |
| Total Expense Ratio | 1.93 | 0.99 | 195% |
| Annual Report Gross Expense Ratio | 1.93 | 1.10 | 175% |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 1.347 | 5.177 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 839M | 24.7B | 3% |
| Annual Yield % from dividends | 0.00 | 0.60 | - |
| Returns for 1 year | 8.57 | 4.79 | 179% |
| Returns for 3 years | 16.98 | 11.22 | 151% |
| Returns for 5 years | 25.33 | 22.28 | 114% |
| Returns for 10 years | 100.10 | 76.80 | 130% |
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