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HWMAX vs JVMSX
HWMAX vs JVMSX Comparison
Open Charts HWMAX vs JVMSX
Hotchkis & Wiley Mid-Cap Value A
Price$53.11
Change+$0.60 (+1.14%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$29.99
Change+$0.34 (+1.15%)
VolumeN/A
CapitalizationN/A
HWMAX vs JVMSX Comparison Chart
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HWMAX vs. JVMSX commentary
Dec 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 Hold and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. HWMAX (406M). 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 : 11.32 vs. HWMAX (2.39). HWMAX return over 5 years is better than : 73.32 vs. JVMSX (36.64).
| 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 | 1.903 | 10.544 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 22.6B | 2% |
| Annual Yield % from dividends | 0.10 | 0.52 | 19% |
| Returns for 1 year | 2.39 | 11.32 | 21% |
| Returns for 3 years | 27.12 | 13.60 | 199% |
| Returns for 5 years | 73.32 | 36.64 | 200% |
| Returns for 10 years | 39.36 | 52.41 | 75% |
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