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HWMAX vs JVMIX
HWMAX vs JVMIX Comparison
Open Charts HWMAX vs JVMIX
Hotchkis & Wiley Mid-Cap Value A
Price$57.80
Change+$0.91 (+1.60%)
VolumeN/A
Net Assets379.78M
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
HWMAX vs JVMIX Comparison Chart in %
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HWMAX vs. JVMIX commentary
Dec 04, 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 StrongBuy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. HWMAX (380M). HWMAX pays higher dividends than JVMIX: HWMAX (0.94) vs JVMIX (0.74). HWMAX was incepted earlier than JVMIX: HWMAX (25 years) vs JVMIX (29 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 : -0.06 vs. JVMIX (-5.91). HWMAX return over 5 years is better than : 92.66 vs. JVMIX (33.54).
| 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 | 29 years | - |
| Gain YTD | 5.790 | 12.022 | 48% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 24.5B | 2% |
| Annual Yield % from dividends | 0.94 | 0.74 | 128% |
| Returns for 1 year | -0.06 | -5.91 | 1% |
| Returns for 3 years | 24.33 | 14.46 | 168% |
| Returns for 5 years | 92.66 | 33.54 | 276% |
| Returns for 10 years | 63.33 | 50.20 | 126% |
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