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HWMAX vs JVMAX
HWMAX vs JVMAX Comparison
Open Charts HWMAX vs JVMAX
Hotchkis & Wiley Mid-Cap Value A
Price$47.15
Change+$4.42 (+10.34%)
VolumeN/A
Net Assets317.6M
JHancock Disciplined Value Mid Cap A
Price$23.74
Change+$1.71 (+7.76%)
VolumeN/A
Net Assets18.48B
HWMAX vs JVMAX Comparison Chart
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HWMAX vs. JVMAX commentary
Apr 11, 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 JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 18.5B vs. HWMAX (318M). HWMAX pays higher dividends than JVMAX: HWMAX (1.05) vs JVMAX (0.61). HWMAX was incepted earlier than JVMAX: HWMAX (24 years) vs JVMAX (28 years). HWMAX (1.20) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. HWMAX (28.00). HWMAX (5%) and JVMAX (5%) have equivalent initial investment costs. JVMAX has a lower initial minimum investment than HWMAX: JVMAX (1000) vs HWMAX (2500). JVMAX (-20.84) and HWMAX (-21.13) have marching annual gain over last year. HWMAX return over 5 years is better than : 131.08 vs. JVMAX (36.10).
| HWMAX | JVMAX | HWMAX / JVMAX | |
| Total Expense Ratio | 1.20 | 1.12 | 107% |
| Annual Report Gross Expense Ratio | 1.20 | 1.13 | 106% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -20.709 | -13.336 | 155% |
| Front Load | 5% | 5% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 18.5B | 2% |
| Annual Yield % from dividends | 1.05 | 0.61 | 172% |
| Returns for 1 year | -21.13 | -20.84 | 101% |
| Returns for 3 years | -8.26 | -13.99 | 59% |
| Returns for 5 years | 131.08 | 36.10 | 363% |
| Returns for 10 years | 10.28 | 11.67 | 88% |
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