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HWMAX vs JVMTX
HWMAX vs JVMTX Comparison
Open Charts HWMAX vs JVMTX
Hotchkis & Wiley Mid-Cap Value A
Price$51.84
Change-$0.38 (-0.73%)
VolumeN/A
Net Assets372.58M
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
HWMAX vs JVMTX Comparison Chart
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HWMAX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.7B vs. HWMAX (373M). HWMAX pays higher dividends than JVMTX: HWMAX (1.08) vs JVMTX (0.67). HWMAX was incepted earlier than JVMTX: HWMAX (24 years) vs JVMTX (12 years). HWMAX (1.20) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 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 : 0.40 vs. JVMTX (-3.01). HWMAX return over 5 years is better than : 140.02 vs. JVMTX (51.48).
| HWMAX | JVMTX | HWMAX / JVMTX | |
| Total Expense Ratio | 1.20 | 1.00 | 120% |
| Annual Report Gross Expense Ratio | 1.20 | 1.11 | 108% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -3.804 | 2.453 | -155% |
| 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 | 0.67 | 160% |
| Returns for 1 year | 0.40 | -3.01 | -13% |
| Returns for 3 years | 23.01 | 16.50 | 139% |
| Returns for 5 years | 140.02 | 51.48 | 272% |
| Returns for 10 years | 33.89 | 35.66 | 95% |
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