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HWMAX vs JVMRX
HWMAX vs JVMRX Comparison
Open Charts HWMAX vs JVMRX
Hotchkis & Wiley Mid-Cap Value A
Price$55.74
Change+$0.37 (+0.67%)
VolumeN/A
Net Assets364.64M
JHancock Disciplined Value Mid Cap R6
Price$29.56
Change+$0.17 (+0.58%)
VolumeN/A
Net Assets23.71B
HWMAX vs JVMRX Comparison Chart in %
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HWMAX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. HWMAX (365M). HWMAX pays higher dividends than JVMRX: HWMAX (0.96) vs JVMRX (0.85). HWMAX was incepted earlier than JVMRX: HWMAX (25 years) vs JVMRX (14 years). HWMAX (1.21) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. HWMAX (31.00). 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 : -3.01 vs. JVMRX (-8.07). HWMAX return over 5 years is better than : 88.33 vs. JVMRX (30.24).
| HWMAX | JVMRX | HWMAX / JVMRX | |
| Total Expense Ratio | 1.21 | 0.74 | 164% |
| Annual Report Gross Expense Ratio | 1.21 | 0.75 | 161% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 2.746 | 9.094 | 30% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 23.7B | 2% |
| Annual Yield % from dividends | 0.96 | 0.85 | 113% |
| Returns for 1 year | -3.01 | -8.07 | 37% |
| Returns for 3 years | 21.12 | 12.16 | 174% |
| Returns for 5 years | 88.33 | 30.24 | 292% |
| Returns for 10 years | 56.09 | 46.98 | 119% |
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