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HWMAX vs JVMTX
HWMAX vs JVMTX Comparison
Open Charts HWMAX vs JVMTX
Hotchkis & Wiley Mid-Cap Value A
Price$55.98
Change-$0.23 (-0.41%)
VolumeN/A
Net Assets391.28M
JHancock Disciplined Value Mid Cap R4
Price$30.18
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
HWMAX vs JVMTX Comparison Chart in %
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HWMAX vs. JVMTX commentary
Sep 10, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.4B vs. HWMAX (391M). HWMAX pays higher dividends than JVMTX: HWMAX (0.96) vs JVMTX (0.62). HWMAX was incepted earlier than JVMTX: HWMAX (25 years) vs JVMTX (12 years). HWMAX (1.20) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. HWMAX (28.00). JVMTX has a lower initial minimum investment than HWMAX: JVMTX (0) vs HWMAX (2500). HWMAX annual gain was more profitable for investors over the last year : 6.06 vs. JVMTX (4.39). HWMAX return over 5 years is better than : 150.00 vs. JVMTX (55.89).
| HWMAX | JVMTX | HWMAX / JVMTX | |
| Total Expense Ratio | 1.20 | 0.99 | 121% |
| Annual Report Gross Expense Ratio | 1.20 | 1.10 | 109% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 3.878 | 12.152 | 32% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 24.4B | 2% |
| Annual Yield % from dividends | 0.96 | 0.62 | 154% |
| Returns for 1 year | 6.06 | 4.39 | 138% |
| Returns for 3 years | 30.14 | 19.42 | 155% |
| Returns for 5 years | 150.00 | 55.89 | 268% |
| Returns for 10 years | 61.81 | 57.94 | 107% |
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