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HWMAX vs JVMIX
HWMAX vs JVMIX Comparison
Open Charts HWMAX vs JVMIX
Hotchkis & Wiley Mid-Cap Value A
Price$54.58
Change+$0.21 (+0.39%)
VolumeN/A
Net Assets393.09M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
HWMAX vs JVMIX Comparison Chart in %
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HWMAX vs. JVMIX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. HWMAX (393M). HWMAX pays higher dividends than JVMIX: HWMAX (1.02) vs JVMIX (0.78). 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: 47.00 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 : 4.21 vs. JVMIX (3.45). HWMAX return over 5 years is better than : 163.55 vs. JVMIX (62.76).
| 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 | 1.280 | 8.423 | 15% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 22.6B | 2% |
| Annual Yield % from dividends | 1.02 | 0.78 | 131% |
| Returns for 1 year | 4.21 | 3.45 | 122% |
| Returns for 3 years | 36.43 | 23.84 | 153% |
| Returns for 5 years | 163.55 | 62.76 | 261% |
| Returns for 10 years | 47.82 | 48.34 | 99% |
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