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HWMAX vs JVMSX
HWMAX vs JVMSX Comparison
Open Charts HWMAX vs JVMSX
Hotchkis & Wiley Mid-Cap Value A
Price$57.96
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets383.29M
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
HWMAX vs JVMSX Comparison Chart in %
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HWMAX vs. JVMSX commentary
Dec 28, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. HWMAX (383M). HWMAX pays higher dividends than JVMSX: HWMAX (0.94) vs JVMSX (0.40). HWMAX was incepted earlier than JVMSX: HWMAX (25 years) vs JVMSX (14 years). JVMSX (1.25) and HWMAX (1.21) have similar cost to investors . JVMSX is a more actively managed with annual turnover of: 49.00 vs. HWMAX (31.00). JVMSX has a lower initial minimum investment than HWMAX: JVMSX (0) vs HWMAX (2500). HWMAX annual gain was more profitable for investors over the last year : 7.59 vs. JVMSX (2.29). HWMAX return over 5 years is better than : 88.26 vs. JVMSX (22.25).
| HWMAX | JVMSX | HWMAX / JVMSX | |
| Total Expense Ratio | 1.21 | 1.24 | 98% |
| Annual Report Gross Expense Ratio | 1.21 | 1.25 | 97% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 7.552 | 3.506 | 215% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 23.9B | 2% |
| Annual Yield % from dividends | 0.94 | 0.40 | 237% |
| Returns for 1 year | 7.59 | 2.29 | 332% |
| Returns for 3 years | 32.91 | 15.22 | 216% |
| Returns for 5 years | 88.26 | 22.25 | 397% |
| Returns for 10 years | 97.67 | 46.26 | 211% |
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