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HWMAX vs JVMAX
HWMAX vs JVMAX Comparison
Open Charts HWMAX vs JVMAX
Hotchkis & Wiley Mid-Cap Value A
Price$55.98
Change-$0.23 (-0.41%)
VolumeN/A
Net Assets391.28M
JHancock Disciplined Value Mid Cap A
Price$28.49
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets24.32B
HWMAX vs JVMAX Comparison Chart in %
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HWMAX vs. JVMAX commentary
Sep 10, 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 HWMAX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. HWMAX (391M). HWMAX pays higher dividends than JVMAX: HWMAX (0.96) vs JVMAX (0.55). HWMAX was incepted earlier than JVMAX: HWMAX (25 years) vs JVMAX (28 years). HWMAX (1.20) is less costly to investors than JVMAX (1.11). JVMAX is a more actively managed with annual turnover of: 49.00 vs. HWMAX (28.00). HWMAX (5%) and JVMAX (5%) have equivalent initial investment costs. JVMAX has a lower initial minimum investment than HWMAX: JVMAX (1000) vs HWMAX (2500). HWMAX annual gain was more profitable for investors over the last year : 6.06 vs. JVMAX (3.70). HWMAX return over 5 years is better than : 150.00 vs. JVMAX (53.35).
| HWMAX | JVMAX | HWMAX / JVMAX | |
| Total Expense Ratio | 1.20 | 1.10 | 109% |
| Annual Report Gross Expense Ratio | 1.20 | 1.11 | 108% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 3.878 | 12.077 | 32% |
| Front Load | 5% | 5% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 24.3B | 2% |
| Annual Yield % from dividends | 0.96 | 0.55 | 173% |
| Returns for 1 year | 6.06 | 3.70 | 164% |
| Returns for 3 years | 30.14 | 18.05 | 167% |
| Returns for 5 years | 150.00 | 53.35 | 281% |
| Returns for 10 years | 61.81 | 53.29 | 116% |
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