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HWMAX vs JVMAX
HWMAX vs JVMAX Comparison
Open Charts HWMAX vs JVMAX
Hotchkis & Wiley Mid-Cap Value A
Price$53.11
Change+$0.60 (+1.14%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.64
Change+$0.32 (+1.13%)
VolumeN/A
CapitalizationN/A
HWMAX vs JVMAX Comparison Chart
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HWMAX vs. JVMAX commentary
Dec 22, 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 Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. HWMAX (406M). JVMAX pays higher dividends than HWMAX: JVMAX (0.67) vs HWMAX (0.10). HWMAX was incepted earlier than JVMAX: HWMAX (24 years) vs JVMAX (28 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 : 11.69 vs. HWMAX (2.39). HWMAX return over 5 years is better than : 73.32 vs. JVMAX (36.58).
| HWMAX | JVMAX | HWMAX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 1.903 | 10.869 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 22.6B | 2% |
| Annual Yield % from dividends | 0.10 | 0.67 | 15% |
| Returns for 1 year | 2.39 | 11.69 | 20% |
| Returns for 3 years | 27.12 | 13.70 | 198% |
| Returns for 5 years | 73.32 | 36.58 | 200% |
| Returns for 10 years | 39.36 | 51.49 | 76% |
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