HWMAX
Price
$52.27
Change
-$0.08 (-0.15%)
Updated
Aug 6 closing price
Net Assets
367.52M
JVMRX
Price
$29.07
Change
-$0.08 (-0.27%)
Updated
Aug 6 closing price
Net Assets
23.32B
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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$52.27
Change-$0.08 (-0.15%)
VolumeN/A
Net Assets367.52M
JHancock Disciplined Value Mid Cap R6
Price$29.07
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets23.32B
HWMAX vs JVMRX Comparison Chart in %
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HWMAX vs. JVMRX commentary
Aug 08, 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: 23.3B vs. HWMAX (368M). 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 (0.76). 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). JVMRX annual gain was more profitable for investors over the last year : 3.71 vs. HWMAX (0.66). HWMAX return over 5 years is better than : 134.19 vs. JVMRX (52.18).
HWMAXJVMRXHWMAX / JVMRX
Total Expense Ratio1.200.75160%
Annual Report Gross Expense Ratio1.200.76158%
Fund Existence25 years14 years-
Gain YTD-2.8588.203-35%
Front Load5%N/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets368M23.3B2%
Annual Yield % from dividends1.010.86117%
Returns for 1 year0.663.7118%
Returns for 3 years25.5416.84152%
Returns for 5 years134.1952.18257%
Returns for 10 years45.5047.3296%
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