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HWMAX vs JVMIX
HWMAX vs JVMIX Comparison
Open Charts HWMAX vs JVMIX
Hotchkis & Wiley Mid-Cap Value A
Price$54.03
Change-$0.31 (-0.57%)
VolumeN/A
Net Assets378.74M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
HWMAX vs JVMIX Comparison Chart in %
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HWMAX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. HWMAX (379M). HWMAX pays higher dividends than JVMIX: HWMAX (1.01) vs JVMIX (0.76). HWMAX was incepted earlier than JVMIX: HWMAX (25 years) vs JVMIX (28 years). HWMAX (1.20) is less costly to investors than JVMIX (0.88). 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). JVMIX annual gain was more profitable for investors over the last year : 0.76 vs. HWMAX (0.09). HWMAX return over 5 years is better than : 132.65 vs. JVMIX (50.10).
| HWMAX | JVMIX | HWMAX / JVMIX | |
| Total Expense Ratio | 1.20 | 0.87 | 138% |
| Annual Report Gross Expense Ratio | 1.20 | 0.88 | 136% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 0.260 | 8.980 | 3% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 23.6B | 2% |
| Annual Yield % from dividends | 1.01 | 0.76 | 132% |
| Returns for 1 year | 0.09 | 0.76 | 12% |
| Returns for 3 years | 21.93 | 11.90 | 184% |
| Returns for 5 years | 132.65 | 50.10 | 265% |
| Returns for 10 years | 49.78 | 45.29 | 110% |
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