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HWMAX vs JVMRX
HWMAX vs JVMRX Comparison
Open Charts HWMAX vs JVMRX
Hotchkis & Wiley Mid-Cap Value A
Price$54.58
Change+$0.21 (+0.39%)
VolumeN/A
Net Assets393.09M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
HWMAX vs JVMRX Comparison Chart in %
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HWMAX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. HWMAX (393M). HWMAX pays higher dividends than JVMRX: HWMAX (1.02) vs JVMRX (0.88). HWMAX was incepted earlier than JVMRX: HWMAX (25 years) vs JVMRX (14 years). HWMAX (1.20) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. HWMAX (28.00). HWMAX has a lower initial minimum investment than JVMRX: HWMAX (2500) vs JVMRX (1000000). HWMAX annual gain was more profitable for investors over the last year : 4.21 vs. JVMRX (3.59). HWMAX return over 5 years is better than : 163.55 vs. JVMRX (63.32).
| HWMAX | JVMRX | HWMAX / JVMRX | |
| Total Expense Ratio | 1.20 | 0.75 | 160% |
| Annual Report Gross Expense Ratio | 1.20 | 0.76 | 158% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 1.280 | 8.500 | 15% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 22.6B | 2% |
| Annual Yield % from dividends | 1.02 | 0.88 | 116% |
| Returns for 1 year | 4.21 | 3.59 | 117% |
| Returns for 3 years | 36.43 | 24.14 | 151% |
| Returns for 5 years | 163.55 | 63.32 | 258% |
| Returns for 10 years | 47.82 | 49.30 | 97% |
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