Interact to see
Advertisement
Advertisement
HWMAX vs JVMCX
HWMAX vs JVMCX Comparison
Open Charts HWMAX vs JVMCX
Hotchkis & Wiley Mid-Cap Value A
Price$52.27
Change-$0.08 (-0.15%)
VolumeN/A
Net Assets367.52M
JHancock Disciplined Value Mid Cap C
Price$27.12
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets23.32B
HWMAX vs JVMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWMAX vs. JVMCX commentary
Aug 08, 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: 23.3B vs. HWMAX (368M). 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 (1.88) 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). JVMCX annual gain was more profitable for investors over the last year : 1.87 vs. HWMAX (0.66). HWMAX return over 5 years is better than : 134.19 vs. JVMCX (44.93).
| HWMAX | JVMCX | HWMAX / JVMCX | |
| Total Expense Ratio | 1.20 | 1.87 | 64% |
| Annual Report Gross Expense Ratio | 1.20 | 1.88 | 64% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -2.858 | 7.510 | -38% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 368M | 23.3B | 2% |
| Annual Yield % from dividends | 1.01 | 0.00 | - |
| Returns for 1 year | 0.66 | 1.87 | 35% |
| Returns for 3 years | 25.54 | 13.07 | 195% |
| Returns for 5 years | 134.19 | 44.93 | 299% |
| Returns for 10 years | 45.50 | 33.95 | 134% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TSLY | 7.87 | 0.18 | +2.34% |
| YieldMax TSLA Option Income Strategy ETF | |||
| JUNW | 32.21 | 0.04 | +0.12% |
| AllianzIM U.S. Large Cp Buffer20 Jun ETF | |||
| OCTD | 24.11 | 0.01 | +0.04% |
| Innovator Premium Income 10 Bar ETF Oct | |||
| CMDY | 49.87 | 0.02 | +0.03% |
| iShares Blmbrg Roll Sel Cmdty Strart ETF | |||
| MCDS | 55.21 | N/A | N/A |
| JPMorgan Fundamental Data Sci Md Cor ETF | |||