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HWMAX vs JVMRX
HWMAX vs JVMRX Comparison
Open Charts HWMAX vs JVMRX
Hotchkis & Wiley Mid-Cap Value A
Price$55.72
Change-$0.36 (-0.64%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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HWMAX vs JVMRX Comparison Chart
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HWMAX vs. JVMRX commentary
Sep 21, 2024
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.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. HWMAX (452M). JVMRX pays higher dividends than HWMAX: JVMRX (0.93) vs HWMAX (0.10). HWMAX was incepted earlier than JVMRX: HWMAX (24 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. HWMAX (35.00). 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 : 19.58 vs. HWMAX (16.87). HWMAX return over 5 years is better than : 91.16 vs. JVMRX (44.82).
| HWMAX | JVMRX | HWMAX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 5.911 | 11.221 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 452M | 23.4B | 2% |
| Annual Yield % from dividends | 0.10 | 0.93 | 11% |
| Returns for 1 year | 16.87 | 19.58 | 86% |
| Returns for 3 years | 46.79 | 13.96 | 335% |
| Returns for 5 years | 91.16 | 44.82 | 203% |
| Returns for 10 years | 36.50 | 65.88 | 55% |
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