Interact to see
Advertisement
Advertisement
HWMAX vs JVMRX
HWMAX vs JVMRX Comparison
Open Charts HWMAX vs JVMRX
Hotchkis & Wiley Mid-Cap Value A
Price$55.24
Change-$1.10 (-1.95%)
VolumeN/A
Net Assets375.25M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change-$0.31 (-1.04%)
VolumeN/A
Net Assets23.97B
HWMAX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWMAX vs. JVMRX commentary
Oct 17, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24B vs. HWMAX (375M). HWMAX pays higher dividends than JVMRX: HWMAX (0.95) vs JVMRX (0.84). 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 : -1.74 vs. JVMRX (-5.09). HWMAX return over 5 years is better than : 132.97 vs. JVMRX (47.28).
| 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 | 2.505 | 9.354 | 27% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 24B | 2% |
| Annual Yield % from dividends | 0.95 | 0.84 | 113% |
| Returns for 1 year | -1.74 | -5.09 | 34% |
| Returns for 3 years | 36.36 | 26.86 | 135% |
| Returns for 5 years | 132.97 | 47.28 | 281% |
| Returns for 10 years | 58.09 | 51.80 | 112% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LIDRX | 10.03 | 0.02 | +0.20% |
| Lord Abbett International Value R2 | |||
| CNPEX | 71.35 | N/A | N/A |
| American Funds New Perspective 529E | |||
| CLIQX | 21.68 | -0.31 | -1.41% |
| Clifford Capital Partners Super Instl | |||
| BDSAX | 20.23 | -0.35 | -1.70% |
| BlackRock Advantage Small Cap Core Inv A | |||
| PSOAX | 26.29 | -0.55 | -2.05% |
| JPMorgan Small Cap Value A | |||