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HWMAX vs JVMTX
HWMAX vs JVMTX Comparison
Open Charts HWMAX vs JVMTX
Hotchkis & Wiley Mid-Cap Value A
Price$55.72
Change-$0.36 (-0.64%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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HWMAX vs JVMTX Comparison Chart
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HWMAX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. HWMAX (452M). JVMTX pays higher dividends than HWMAX: JVMTX (0.73) vs HWMAX (0.10). HWMAX was incepted earlier than JVMTX: HWMAX (24 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. HWMAX (35.00). JVMTX has a lower initial minimum investment than HWMAX: JVMTX (0) vs HWMAX (2500). JVMTX annual gain was more profitable for investors over the last year : 19.27 vs. HWMAX (16.87). HWMAX return over 5 years is better than : 91.16 vs. JVMTX (43.64).
| HWMAX | JVMTX | HWMAX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 5.911 | 11.010 | 54% |
| 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 | 0.73 | 14% |
| Returns for 1 year | 16.87 | 19.27 | 88% |
| Returns for 3 years | 46.79 | 13.38 | 350% |
| Returns for 5 years | 91.16 | 43.64 | 209% |
| Returns for 10 years | 36.50 | 63.34 | 58% |
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