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HWMAX vs JVMRX
HWMAX vs JVMRX Comparison
Open Charts HWMAX vs JVMRX
Hotchkis & Wiley Mid-Cap Value A
Price$48.97
Change+$0.34 (+0.70%)
VolumeN/A
Net Assets360.27M
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
HWMAX vs JVMRX Comparison Chart
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HWMAX vs. JVMRX commentary
May 11, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.9B vs. HWMAX (360M). HWMAX pays higher dividends than JVMRX: HWMAX (1.14) vs JVMRX (0.96). HWMAX was incepted earlier than JVMRX: HWMAX (24 years) vs JVMRX (14 years). HWMAX (1.20) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. HWMAX (28.00). HWMAX has a lower initial minimum investment than JVMRX: HWMAX (2500) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -7.52 vs. HWMAX (-8.00). HWMAX return over 5 years is better than : 150.33 vs. JVMRX (55.51).
| HWMAX | JVMRX | HWMAX / JVMRX | |
| Total Expense Ratio | 1.20 | 0.75 | 160% |
| Annual Report Gross Expense Ratio | 1.20 | 0.76 | 158% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -9.130 | -0.965 | 946% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 20.9B | 2% |
| Annual Yield % from dividends | 1.14 | 0.96 | 118% |
| Returns for 1 year | -8.00 | -7.52 | 106% |
| Returns for 3 years | 14.82 | 7.37 | 201% |
| Returns for 5 years | 150.33 | 55.51 | 271% |
| Returns for 10 years | 25.00 | 34.25 | 73% |
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