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HWMAX vs JVMIX
HWMAX vs JVMIX Comparison
Open Charts HWMAX vs JVMIX
Hotchkis & Wiley Mid-Cap Value A
Price$55.24
Change-$1.10 (-1.95%)
VolumeN/A
Net Assets375.25M
JHancock Disciplined Value Mid Cap I
Price$29.45
Change-$0.31 (-1.04%)
VolumeN/A
Net Assets23.97B
HWMAX vs JVMIX Comparison Chart in %
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HWMAX vs. JVMIX commentary
Oct 17, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24B vs. HWMAX (375M). HWMAX pays higher dividends than JVMIX: HWMAX (0.95) vs JVMIX (0.74). HWMAX was incepted earlier than JVMIX: HWMAX (25 years) vs JVMIX (28 years). HWMAX (1.21) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. HWMAX (31.00). HWMAX has a lower initial minimum investment than JVMIX: HWMAX (2500) vs JVMIX (250000). HWMAX annual gain was more profitable for investors over the last year : -1.74 vs. JVMIX (-5.19). HWMAX return over 5 years is better than : 132.97 vs. JVMIX (46.84).
| HWMAX | JVMIX | HWMAX / JVMIX | |
| Total Expense Ratio | 1.21 | 0.85 | 142% |
| Annual Report Gross Expense Ratio | 1.21 | 0.86 | 141% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 2.505 | 9.276 | 27% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 24B | 2% |
| Annual Yield % from dividends | 0.95 | 0.74 | 128% |
| Returns for 1 year | -1.74 | -5.19 | 34% |
| Returns for 3 years | 36.36 | 26.61 | 137% |
| Returns for 5 years | 132.97 | 46.84 | 284% |
| Returns for 10 years | 58.09 | 50.89 | 114% |
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