Ad is loading...
Ad is loading...
HWMAX vs JVMAX
HWMAX vs JVMAX Comparison
Open Charts HWMAX vs JVMAX
Hotchkis & Wiley Mid-Cap Value A
Price$55.87
Change-$0.45 (-0.80%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
HWMAX vs JVMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWMAX vs. JVMAX commentary
Nov 18, 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 HWMAX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. HWMAX (437M). JVMAX pays higher dividends than HWMAX: JVMAX (0.67) vs HWMAX (0.10). HWMAX was incepted earlier than JVMAX: HWMAX (24 years) vs JVMAX (27 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. HWMAX (35.00). JVMAX has a lower initial minimum investment than HWMAX: JVMAX (1000) vs HWMAX (2500). JVMAX annual gain was more profitable for investors over the last year : 21.07 vs. HWMAX (17.21). HWMAX return over 5 years is better than : 85.02 vs. JVMAX (42.69).
| HWMAX | JVMAX | HWMAX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 6.197 | 14.313 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 437M | 23.8B | 2% |
| Annual Yield % from dividends | 0.10 | 0.67 | 15% |
| Returns for 1 year | 17.21 | 21.07 | 82% |
| Returns for 3 years | 27.29 | 6.26 | 436% |
| Returns for 5 years | 85.02 | 42.69 | 199% |
| Returns for 10 years | 35.49 | 56.97 | 62% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WFEHX | 12.35 | -0.06 | -0.48% |
| Allspring International Equity R6 | |||
| LCFLX | 13.51 | -0.09 | -0.66% |
| Lord Abbett Focused Large Cap Value C | |||
| FUMIX | 17.18 | -0.16 | -0.92% |
| Fidelity SAI US Momentum Index | |||
| PJFCX | 41.80 | -0.95 | -2.22% |
| PGIM Jennison Growth C | |||
| NQQQX | 41.07 | -1.01 | -2.40% |
| Shelton Nasdaq-100 Index Institutional | |||