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HWMAX vs JVMCX
HWMAX vs JVMCX Comparison
Open Charts HWMAX vs JVMCX
Hotchkis & Wiley Mid-Cap Value A
Price$54.03
Change-$0.31 (-0.57%)
VolumeN/A
Net Assets378.74M
JHancock Disciplined Value Mid Cap C
Price$27.41
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets23.59B
HWMAX vs JVMCX Comparison Chart in %
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HWMAX vs. JVMCX 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 HWMAX is a Buy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. HWMAX (379M). HWMAX pays higher dividends than JVMCX: HWMAX (1.01) vs JVMCX (0.00). HWMAX was incepted earlier than JVMCX: HWMAX (25 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than HWMAX (1.20). JVMCX is a more actively managed with annual turnover of: 49.00 vs. HWMAX (28.00). JVMCX has a lower initial minimum investment than HWMAX: JVMCX (1000) vs HWMAX (2500). HWMAX annual gain was more profitable for investors over the last year : 0.09 vs. JVMCX (-0.87). HWMAX return over 5 years is better than : 132.65 vs. JVMCX (43.38).
| HWMAX | JVMCX | HWMAX / JVMCX | |
| Total Expense Ratio | 1.20 | 1.87 | 64% |
| Annual Report Gross Expense Ratio | 1.20 | 1.88 | 64% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 0.260 | 8.340 | 3% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 23.6B | 2% |
| Annual Yield % from dividends | 1.01 | 0.00 | - |
| Returns for 1 year | 0.09 | -0.87 | -11% |
| Returns for 3 years | 21.93 | 8.57 | 256% |
| Returns for 5 years | 132.65 | 43.38 | 306% |
| Returns for 10 years | 49.78 | 32.89 | 151% |
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