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HWMAX vs JVMRX
HWMAX vs JVMRX Comparison
Open Charts HWMAX vs JVMRX
Hotchkis & Wiley Mid-Cap Value A
Price$56.62
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets390.57M
JHancock Disciplined Value Mid Cap R6
Price$30.16
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets24.35B
HWMAX vs JVMRX Comparison Chart in %
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HWMAX vs. JVMRX commentary
Sep 18, 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: 24.3B vs. HWMAX (391M). HWMAX pays higher dividends than JVMRX: HWMAX (0.96) vs JVMRX (0.84). HWMAX was incepted earlier than JVMRX: HWMAX (25 years) vs JVMRX (14 years). HWMAX (1.20) is less costly to investors than JVMRX (0.75). 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). HWMAX annual gain was more profitable for investors over the last year : 3.67 vs. JVMRX (0.73). HWMAX return over 5 years is better than : 152.51 vs. JVMRX (56.71).
| HWMAX | JVMRX | HWMAX / JVMRX | |
| Total Expense Ratio | 1.20 | 0.74 | 162% |
| Annual Report Gross Expense Ratio | 1.20 | 0.75 | 160% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 5.010 | 11.990 | 42% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 24.3B | 2% |
| Annual Yield % from dividends | 0.96 | 0.84 | 113% |
| Returns for 1 year | 3.67 | 0.73 | 500% |
| Returns for 3 years | 36.65 | 25.62 | 143% |
| Returns for 5 years | 152.51 | 56.71 | 269% |
| Returns for 10 years | 64.87 | 60.74 | 107% |
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