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HWMAX vs JVMIX
HWMAX vs JVMIX Comparison
Open Charts HWMAX vs JVMIX
Hotchkis & Wiley Mid-Cap Value A
Price$55.98
Change-$0.23 (-0.41%)
VolumeN/A
Net Assets391.28M
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
HWMAX vs JVMIX Comparison Chart in %
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HWMAX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. HWMAX (391M). HWMAX pays higher dividends than JVMIX: HWMAX (0.96) vs JVMIX (0.74). HWMAX was incepted earlier than JVMIX: HWMAX (25 years) vs JVMIX (28 years). HWMAX (1.20) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. HWMAX (28.00). 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 : 6.06 vs. JVMIX (4.56). HWMAX return over 5 years is better than : 150.00 vs. JVMIX (56.64).
| HWMAX | JVMIX | HWMAX / JVMIX | |
| Total Expense Ratio | 1.20 | 0.85 | 141% |
| Annual Report Gross Expense Ratio | 1.20 | 0.86 | 140% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 3.878 | 12.245 | 32% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 24.3B | 2% |
| Annual Yield % from dividends | 0.96 | 0.74 | 128% |
| Returns for 1 year | 6.06 | 4.56 | 133% |
| Returns for 3 years | 30.14 | 19.78 | 152% |
| Returns for 5 years | 150.00 | 56.64 | 265% |
| Returns for 10 years | 61.81 | 59.45 | 104% |
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