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HWMAX vs JVMRX
HWMAX vs JVMRX Comparison
Open Charts HWMAX vs JVMRX
Hotchkis & Wiley Mid-Cap Value A
Price$60.15
Change+$3.70 (+6.55%)
VolumeN/A
Net Assets393.04M
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change-$0.82 (-2.76%)
VolumeN/A
Net Assets24.73B
HWMAX vs JVMRX Comparison Chart in %
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HWMAX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. HWMAX (393M). HWMAX pays higher dividends than JVMRX: HWMAX (1.12) vs JVMRX (0.82). HWMAX was incepted earlier than JVMRX: HWMAX (25 years) vs JVMRX (14 years). HWMAX (1.21) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. HWMAX (31.00). 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 : 11.60 vs. JVMRX (5.07). HWMAX return over 5 years is better than : 75.73 vs. JVMRX (23.56).
| HWMAX | JVMRX | HWMAX / JVMRX | |
| Total Expense Ratio | 1.21 | 0.74 | 164% |
| Annual Report Gross Expense Ratio | 1.21 | 0.75 | 161% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 4.901 | 5.208 | 94% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 24.7B | 2% |
| Annual Yield % from dividends | 1.12 | 0.82 | 136% |
| Returns for 1 year | 11.60 | 5.07 | 229% |
| Returns for 3 years | 25.59 | 12.07 | 212% |
| Returns for 5 years | 75.73 | 23.56 | 321% |
| Returns for 10 years | 135.05 | 80.03 | 169% |
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