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HWMAX vs JVMSX
HWMAX vs JVMSX Comparison
Open Charts HWMAX vs JVMSX
Hotchkis & Wiley Mid-Cap Value A
Price$55.72
Change-$0.36 (-0.64%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$30.20
Change-$0.18 (-0.59%)
VolumeN/A
CapitalizationN/A
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HWMAX vs JVMSX Comparison Chart
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HWMAX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. HWMAX (452M). JVMSX pays higher dividends than HWMAX: JVMSX (0.52) vs HWMAX (0.10). HWMAX was incepted earlier than JVMSX: HWMAX (24 years) vs JVMSX (13 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. HWMAX (35.00). JVMSX has a lower initial minimum investment than HWMAX: JVMSX (0) vs HWMAX (2500). JVMSX annual gain was more profitable for investors over the last year : 18.97 vs. HWMAX (16.87). HWMAX return over 5 years is better than : 91.16 vs. JVMSX (42.48).
| HWMAX | JVMSX | HWMAX / JVMSX | |
| 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 | 10.826 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 452M | 23.4B | 2% |
| Annual Yield % from dividends | 0.10 | 0.52 | 19% |
| Returns for 1 year | 16.87 | 18.97 | 89% |
| Returns for 3 years | 46.79 | 12.80 | 366% |
| Returns for 5 years | 91.16 | 42.48 | 215% |
| Returns for 10 years | 36.50 | 60.77 | 60% |
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