Interact to see
Advertisement
Advertisement
HWAZX vs JVMIX
HWAZX vs JVMIX Comparison
Open Charts HWAZX vs JVMIX
Hotchkis & Wiley Value Opps Z
Price$41.87
Change-$0.61 (-1.44%)
VolumeN/A
Net Assets832.34M
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
HWAZX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWAZX vs. JVMIX commentary
Feb 04, 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 HWAZX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. HWAZX (832M). HWAZX pays higher dividends than JVMIX: HWAZX (1.19) vs JVMIX (0.72). HWAZX was incepted earlier than JVMIX: HWAZX (6 years) vs JVMIX (29 years). HWAZX (0.88) and JVMIX (0.86) have similar cost to investors . HWAZX is a more actively managed with annual turnover of: 78.00 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 : 8.78 vs. JVMIX (4.96). HWAZX return over 5 years is better than : 34.81 vs. JVMIX (23.04).
| HWAZX | JVMIX | HWAZX / JVMIX | |
| Total Expense Ratio | 0.88 | 0.85 | 104% |
| Annual Report Gross Expense Ratio | 0.88 | 0.86 | 102% |
| Fund Existence | 6 years | 29 years | - |
| Gain YTD | 1.429 | 5.206 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832M | 24.7B | 3% |
| Annual Yield % from dividends | 1.19 | 0.72 | 166% |
| Returns for 1 year | 8.78 | 4.96 | 177% |
| Returns for 3 years | 21.92 | 11.72 | 187% |
| Returns for 5 years | 34.81 | 23.04 | 151% |
| Returns for 10 years | N/A | 78.79 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement