Interact to see
Advertisement
Advertisement
HWMAX vs JVMTX
HWMAX vs JVMTX Comparison
Open Charts HWMAX vs JVMTX
Hotchkis & Wiley Mid-Cap Value A
Price$60.45
Change+$0.68 (+1.14%)
VolumeN/A
Net Assets393.07M
JHancock Disciplined Value Mid Cap R4
Price$28.75
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
HWMAX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWMAX vs. JVMTX commentary
Jan 16, 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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. HWMAX (393M). HWMAX pays higher dividends than JVMTX: HWMAX (1.17) vs JVMTX (0.62). HWMAX was incepted earlier than JVMTX: HWMAX (25 years) vs JVMTX (13 years). HWMAX (1.21) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. HWMAX (31.00). 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 : 10.43 vs. JVMTX (6.04). HWMAX return over 5 years is better than : 78.59 vs. JVMTX (21.31).
| HWMAX | JVMTX | HWMAX / JVMTX | |
| Total Expense Ratio | 1.21 | 0.99 | 122% |
| Annual Report Gross Expense Ratio | 1.21 | 1.10 | 110% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 5.424 | 4.812 | 113% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 24.7B | 2% |
| Annual Yield % from dividends | 1.17 | 0.62 | 190% |
| Returns for 1 year | 10.43 | 6.04 | 173% |
| Returns for 3 years | 29.26 | 14.24 | 206% |
| Returns for 5 years | 78.59 | 21.31 | 369% |
| Returns for 10 years | 139.72 | 73.13 | 191% |
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 % |
| MLOCX | 10.21 | 0.10 | +0.99% |
| Cohen & Steers Future of Energy C | |||
| FRCSX | 63.99 | 0.17 | +0.27% |
| Franklin Small Cap Value R6 | |||
| RINYX | 50.49 | 0.09 | +0.18% |
| Russell Inv International Devd Mkts Y | |||
| MNBRX | 19.62 | -0.03 | -0.15% |
| Manning & Napier Pro-Blend Extnd Term R | |||
| RAFAX | 37.62 | -0.35 | -0.92% |
| American Funds AMCAP R1 | |||