HWMAX
Price
$56.10
Change
-$0.12 (-0.21%)
Updated
Aug 28 closing price
Net Assets
390.44M
JVMRX
Price
$29.98
Change
-$0.06 (-0.20%)
Updated
Aug 28 closing price
Net Assets
24.02B
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HWMAX vs JVMRX

Header iconHWMAX vs JVMRX Comparison
Open Charts HWMAX vs JVMRXBanner chart's image
Hotchkis & Wiley Mid-Cap Value A
Price$56.10
Change-$0.12 (-0.21%)
VolumeN/A
Net Assets390.44M
JHancock Disciplined Value Mid Cap R6
Price$29.98
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets24.02B
HWMAX vs JVMRX Comparison Chart in %
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HWMAX vs. JVMRX 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 JVMRX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24B vs. HWMAX (390M). HWMAX pays higher dividends than JVMRX: HWMAX (1.01) vs JVMRX (0.86). HWMAX was incepted earlier than JVMRX: HWMAX (25 years) vs JVMRX (14 years). HWMAX (1.20) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. HWMAX (28.00). HWMAX has a lower initial minimum investment than JVMRX: HWMAX (2500) vs JVMRX (1000000). HWMAX annual gain was more profitable for investors over the last year : 1.59 vs. JVMRX (0.90). HWMAX return over 5 years is better than : 146.13 vs. JVMRX (53.09).
HWMAXJVMRXHWMAX / JVMRX
Total Expense Ratio1.200.74162%
Annual Report Gross Expense Ratio1.200.75160%
Fund Existence25 years14 years-
Gain YTD4.32411.50738%
Front Load5%N/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets390M24B2%
Annual Yield % from dividends1.010.86117%
Returns for 1 year1.590.90177%
Returns for 3 years29.8320.98142%
Returns for 5 years146.1353.09275%
Returns for 10 years62.7358.84107%
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