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HWMAX vs JVMIX
HWMAX vs JVMIX Comparison
Open Charts HWMAX vs JVMIX
Hotchkis & Wiley Mid-Cap Value A
Price$55.74
Change+$0.37 (+0.67%)
VolumeN/A
Net Assets364.64M
JHancock Disciplined Value Mid Cap I
Price$29.54
Change+$0.17 (+0.58%)
VolumeN/A
Net Assets23.71B
HWMAX vs JVMIX Comparison Chart in %
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HWMAX vs. JVMIX commentary
Nov 25, 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 Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.7B vs. HWMAX (365M). HWMAX pays higher dividends than JVMIX: HWMAX (0.96) vs JVMIX (0.75). HWMAX was incepted earlier than JVMIX: HWMAX (25 years) vs JVMIX (29 years). HWMAX (1.21) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. HWMAX (31.00). HWMAX has a lower initial minimum investment than JVMIX: HWMAX (2500) vs JVMIX (250000). HWMAX annual gain was more profitable for investors over the last year : -3.01 vs. JVMIX (-8.18). HWMAX return over 5 years is better than : 88.33 vs. JVMIX (29.80).
| HWMAX | JVMIX | HWMAX / JVMIX | |
| Total Expense Ratio | 1.21 | 0.85 | 142% |
| Annual Report Gross Expense Ratio | 1.21 | 0.86 | 141% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 2.746 | 8.980 | 31% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 23.7B | 2% |
| Annual Yield % from dividends | 0.96 | 0.75 | 128% |
| Returns for 1 year | -3.01 | -8.18 | 37% |
| Returns for 3 years | 21.12 | 11.90 | 178% |
| Returns for 5 years | 88.33 | 29.80 | 296% |
| Returns for 10 years | 56.09 | 46.05 | 122% |
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