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HWAAX vs JVMTX
HWAAX vs JVMTX Comparison
Open Charts HWAAX vs JVMTX
Hotchkis & Wiley Value Opps A
Price$37.26
Change-$0.93 (-2.44%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$29.94
Change-$0.96 (-3.11%)
VolumeN/A
CapitalizationN/A
HWAAX vs JVMTX Comparison Chart
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HWAAX vs. JVMTX commentary
Dec 19, 2024
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 HWAAX is a Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. HWAAX (667M). JVMTX (0.73) and HWAAX (0.70) have matching dividends . HWAAX was incepted earlier than JVMTX: HWAAX (22 years) vs JVMTX (11 years). HWAAX is a more actively managed with annual turnover of: 88.00 vs. JVMTX (41.00). JVMTX has a lower initial minimum investment than HWAAX: JVMTX (0) vs HWAAX (2500). JVMTX annual gain was more profitable for investors over the last year : 11.00 vs. HWAAX (7.48). JVMTX (41.32) and HWAAX (39.83) have equivalent 5 years return.
| HWAAX | JVMTX | HWAAX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 5.019 | 13.021 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 667M | 23.4B | 3% |
| Annual Yield % from dividends | 0.70 | 0.73 | 96% |
| Returns for 1 year | 7.48 | 11.00 | 68% |
| Returns for 3 years | 13.83 | 17.45 | 79% |
| Returns for 5 years | 39.83 | 41.32 | 96% |
| Returns for 10 years | 52.71 | 59.48 | 89% |
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