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HWMAX vs JVMCX
HWMAX vs JVMCX Comparison
Open Charts HWMAX vs JVMCX
Hotchkis & Wiley Mid-Cap Value A
Price$48.97
Change+$0.34 (+0.70%)
VolumeN/A
Net Assets360.27M
JHancock Disciplined Value Mid Cap C
Price$24.96
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets20.89B
HWMAX vs JVMCX Comparison Chart
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HWMAX vs. JVMCX commentary
May 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.9B vs. HWMAX (360M). HWMAX pays higher dividends than JVMCX: HWMAX (1.14) vs JVMCX (0.00). HWMAX was incepted earlier than JVMCX: HWMAX (24 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than HWMAX (1.20). JVMCX is a more actively managed with annual turnover of: 47.00 vs. HWMAX (28.00). JVMCX has a lower initial minimum investment than HWMAX: JVMCX (1000) vs HWMAX (2500). HWMAX annual gain was more profitable for investors over the last year : -8.00 vs. JVMCX (-9.17). HWMAX return over 5 years is better than : 150.33 vs. JVMCX (48.07).
| HWMAX | JVMCX | HWMAX / JVMCX | |
| Total Expense Ratio | 1.20 | 1.87 | 64% |
| Annual Report Gross Expense Ratio | 1.20 | 1.88 | 64% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -9.130 | -1.344 | 679% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 20.9B | 2% |
| Annual Yield % from dividends | 1.14 | 0.00 | - |
| Returns for 1 year | -8.00 | -9.17 | 87% |
| Returns for 3 years | 14.82 | 3.89 | 381% |
| Returns for 5 years | 150.33 | 48.07 | 313% |
| Returns for 10 years | 25.00 | 22.01 | 114% |
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