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HWMAX vs JVMSX
HWMAX vs JVMSX Comparison
Open Charts HWMAX vs JVMSX
Hotchkis & Wiley Mid-Cap Value A
Price$51.84
Change-$0.38 (-0.73%)
VolumeN/A
Net Assets372.58M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
HWMAX vs JVMSX Comparison Chart
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HWMAX vs. JVMSX commentary
Jun 15, 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.7B vs. HWMAX (373M). HWMAX pays higher dividends than JVMSX: HWMAX (1.08) vs JVMSX (0.43). HWMAX was incepted earlier than JVMSX: HWMAX (24 years) vs JVMSX (13 years). JVMSX (1.26) and HWMAX (1.20) have similar cost to investors . JVMSX is a more actively managed with annual turnover of: 47.00 vs. HWMAX (28.00). 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 : 0.40 vs. JVMSX (-3.29). HWMAX return over 5 years is better than : 140.02 vs. JVMSX (50.13).
| HWMAX | JVMSX | HWMAX / JVMSX | |
| Total Expense Ratio | 1.20 | 1.25 | 96% |
| Annual Report Gross Expense Ratio | 1.20 | 1.26 | 95% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | -3.804 | 2.313 | -164% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 373M | 21.7B | 2% |
| Annual Yield % from dividends | 1.08 | 0.43 | 249% |
| Returns for 1 year | 0.40 | -3.29 | -12% |
| Returns for 3 years | 23.01 | 15.80 | 146% |
| Returns for 5 years | 140.02 | 50.13 | 279% |
| Returns for 10 years | 33.89 | 33.43 | 101% |
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