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HWMAX vs JVMCX
HWMAX vs JVMCX Comparison
Open Charts HWMAX vs JVMCX
Hotchkis & Wiley Mid-Cap Value A
Price$56.10
Change-$0.12 (-0.21%)
VolumeN/A
Net Assets390.44M
JHancock Disciplined Value Mid Cap C
Price$27.95
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets24.02B
HWMAX vs JVMCX Comparison Chart in %
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HWMAX vs. JVMCX commentary
Aug 29, 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 StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24B vs. HWMAX (390M). HWMAX pays higher dividends than JVMCX: HWMAX (1.01) vs JVMCX (0.00). HWMAX was incepted earlier than JVMCX: HWMAX (25 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than HWMAX (1.20). JVMCX is a more actively managed with annual turnover of: 49.00 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 : 1.59 vs. JVMCX (-0.88). HWMAX return over 5 years is better than : 146.13 vs. JVMCX (45.76).
| HWMAX | JVMCX | HWMAX / JVMCX | |
| Total Expense Ratio | 1.20 | 1.85 | 65% |
| Annual Report Gross Expense Ratio | 1.20 | 1.86 | 65% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 4.324 | 10.711 | 40% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 24B | 2% |
| Annual Yield % from dividends | 1.01 | 0.00 | - |
| Returns for 1 year | 1.59 | -0.88 | -180% |
| Returns for 3 years | 29.83 | 17.07 | 175% |
| Returns for 5 years | 146.13 | 45.76 | 319% |
| Returns for 10 years | 62.73 | 44.40 | 141% |
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