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HWMAX vs JVMRX
HWMAX vs JVMRX Comparison
Open Charts HWMAX vs JVMRX
Hotchkis & Wiley Mid-Cap Value A
Price$47.15
Change+$4.42 (+10.34%)
VolumeN/A
Net Assets317.6M
JHancock Disciplined Value Mid Cap R6
Price$25.18
Change+$1.81 (+7.74%)
VolumeN/A
Net Assets18.48B
HWMAX vs JVMRX Comparison Chart
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HWMAX vs. JVMRX commentary
Apr 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 18.5B vs. HWMAX (318M). HWMAX pays higher dividends than JVMRX: HWMAX (1.05) vs JVMRX (0.94). 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 : -20.09 vs. HWMAX (-21.13). HWMAX return over 5 years is better than : 131.08 vs. JVMRX (39.55).
| 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 | -20.709 | -13.252 | 156% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 18.5B | 2% |
| Annual Yield % from dividends | 1.05 | 0.94 | 112% |
| Returns for 1 year | -21.13 | -20.09 | 105% |
| Returns for 3 years | -8.26 | -12.51 | 66% |
| Returns for 5 years | 131.08 | 39.55 | 331% |
| Returns for 10 years | 10.28 | 16.87 | 61% |
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