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HWAZX vs JVMIX
HWAZX vs JVMIX Comparison
Open Charts HWAZX vs JVMIX
Hotchkis & Wiley Value Opps Z
Price$40.84
Change+$0.17 (+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
HWAZX vs JVMIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. HWAZX (740M). HWAZX pays higher dividends than JVMIX: HWAZX (1.17) vs JVMIX (0.78). HWAZX was incepted earlier than JVMIX: HWAZX (6 years) vs JVMIX (28 years). JVMIX (0.88) and HWAZX (0.86) have similar cost to investors . HWAZX is a more actively managed with annual turnover of: 71.00 vs. JVMIX (47.00). JVMIX has a lower initial minimum investment than HWAZX: JVMIX (250000) vs HWAZX (1000000). HWAZX annual gain was more profitable for investors over the last year : 6.54 vs. JVMIX (3.45). HWAZX return over 5 years is better than : 92.07 vs. JVMIX (62.76).
| HWAZX | JVMIX | HWAZX / JVMIX | |
| Total Expense Ratio | 0.86 | 0.87 | 99% |
| Annual Report Gross Expense Ratio | 0.86 | 0.88 | 98% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | 9.256 | 8.423 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 740M | 22.6B | 3% |
| Annual Yield % from dividends | 1.17 | 0.78 | 151% |
| Returns for 1 year | 6.54 | 3.45 | 190% |
| Returns for 3 years | 42.53 | 23.84 | 178% |
| Returns for 5 years | 92.07 | 62.76 | 147% |
| Returns for 10 years | N/A | 48.34 | - |
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