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HWAZX vs JVMIX
HWAZX vs JVMIX Comparison
Open Charts HWAZX vs JVMIX
Hotchkis & Wiley Value Opps Z
Price$41.01
Change+$0.24 (+0.59%)
VolumeN/A
Net Assets743.15M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
HWAZX vs JVMIX Comparison Chart in %
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HWAZX vs. JVMIX commentary
Jul 27, 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 Hold and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. HWAZX (743M). 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 (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 : 5.33 vs. JVMIX (1.20). HWAZX return over 5 years is better than : 88.13 vs. JVMIX (58.07).
| 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 | 9.711 | 9.314 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 743M | 23.1B | 3% |
| Annual Yield % from dividends | 1.17 | 0.78 | 151% |
| Returns for 1 year | 5.33 | 1.20 | 443% |
| Returns for 3 years | 36.38 | 21.47 | 169% |
| Returns for 5 years | 88.13 | 58.07 | 152% |
| Returns for 10 years | N/A | 50.28 | - |
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