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HWMAX vs JVMRX
HWMAX vs JVMRX Comparison
Open Charts HWMAX vs JVMRX
Hotchkis & Wiley Mid-Cap Value A
Price$50.98
Change+$0.80 (+1.59%)
VolumeN/A
Net Assets365.07M
JHancock Disciplined Value Mid Cap R6
Price$27.85
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
HWMAX vs JVMRX Comparison Chart
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HWMAX vs. JVMRX commentary
Jun 07, 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: 21.5B vs. HWMAX (365M). HWMAX pays higher dividends than JVMRX: HWMAX (1.08) vs JVMRX (0.91). 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 : -2.97 vs. HWMAX (-4.12). HWMAX return over 5 years is better than : 109.85 vs. JVMRX (40.13).
| 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 | -6.884 | 2.376 | -290% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 21.5B | 2% |
| Annual Yield % from dividends | 1.08 | 0.91 | 118% |
| Returns for 1 year | -4.12 | -2.97 | 139% |
| Returns for 3 years | 5.87 | 4.82 | 122% |
| Returns for 5 years | 109.85 | 40.13 | 274% |
| Returns for 10 years | 30.27 | 38.58 | 78% |
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