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HWMAX vs JVMIX
HWMAX vs JVMIX Comparison
Open Charts HWMAX vs JVMIX
Hotchkis & Wiley Mid-Cap Value A
Price$60.15
Change+$3.70 (+6.55%)
VolumeN/A
Net Assets393.04M
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
HWMAX vs JVMIX Comparison Chart in %
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HWMAX vs. JVMIX commentary
Feb 05, 2026
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: 24.7B vs. HWMAX (393M). HWMAX pays higher dividends than JVMIX: HWMAX (1.12) vs JVMIX (0.72). 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 : 11.60 vs. JVMIX (4.96). HWMAX return over 5 years is better than : 75.73 vs. JVMIX (23.04).
| 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 | 4.901 | 5.206 | 94% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 24.7B | 2% |
| Annual Yield % from dividends | 1.12 | 0.72 | 155% |
| Returns for 1 year | 11.60 | 4.96 | 234% |
| Returns for 3 years | 25.59 | 11.72 | 218% |
| Returns for 5 years | 75.73 | 23.04 | 329% |
| Returns for 10 years | 135.05 | 78.79 | 171% |
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