HWAZX
Price
$41.17
Change
+$0.05 (+0.12%)
Updated
Aug 15 closing price
Net Assets
742.46M
JVMIX
Price
$29.37
Change
-$0.23 (-0.78%)
Updated
Aug 15 closing price
Net Assets
23.59B
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HWAZX vs JVMIX

Header iconHWAZX vs JVMIX Comparison
Open Charts HWAZX vs JVMIXBanner chart's image
Hotchkis & Wiley Value Opps Z
Price$41.17
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets742.46M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
HWAZX vs JVMIX Comparison Chart in %
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HWAZX vs. JVMIX commentary
Aug 18, 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 HWAZX is a Buy and JVMIX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. HWAZX (742M). HWAZX pays higher dividends than JVMIX: HWAZX (1.17) vs JVMIX (0.76). 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 (49.00). 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 : 5.88 vs. JVMIX (0.76). HWAZX return over 5 years is better than : 79.57 vs. JVMIX (50.10).
HWAZXJVMIXHWAZX / JVMIX
Total Expense Ratio0.860.8799%
Annual Report Gross Expense Ratio0.860.8898%
Fund Existence6 years28 years-
Gain YTD10.1398.980113%
Front LoadN/AN/A-
Min. Initial Investment1000000250000400%
Min. Initial Investment IRAN/AN/A-
Net Assets742M23.6B3%
Annual Yield % from dividends1.170.76153%
Returns for 1 year5.880.76776%
Returns for 3 years24.7811.90208%
Returns for 5 years79.5750.10159%
Returns for 10 yearsN/A45.29-
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