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HWMAX vs JVMTX
HWMAX vs JVMTX Comparison
Open Charts HWMAX vs JVMTX
Hotchkis & Wiley Mid-Cap Value A
Price$48.97
Change+$0.34 (+0.70%)
VolumeN/A
Net Assets360.27M
JHancock Disciplined Value Mid Cap R4
Price$26.63
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
HWMAX vs JVMTX Comparison Chart
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HWMAX vs. JVMTX commentary
May 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.9B vs. HWMAX (360M). HWMAX pays higher dividends than JVMTX: HWMAX (1.14) vs JVMTX (0.71). HWMAX was incepted earlier than JVMTX: HWMAX (24 years) vs JVMTX (12 years). HWMAX (1.20) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. HWMAX (28.00). JVMTX has a lower initial minimum investment than HWMAX: JVMTX (0) vs HWMAX (2500). JVMTX (-7.79) and HWMAX (-8.00) have marching annual gain over last year. HWMAX return over 5 years is better than : 150.33 vs. JVMTX (54.21).
| HWMAX | JVMTX | HWMAX / JVMTX | |
| Total Expense Ratio | 1.20 | 1.00 | 120% |
| Annual Report Gross Expense Ratio | 1.20 | 1.11 | 108% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -9.130 | -1.041 | 877% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 20.9B | 2% |
| Annual Yield % from dividends | 1.14 | 0.71 | 160% |
| Returns for 1 year | -8.00 | -7.79 | 103% |
| Returns for 3 years | 14.82 | 6.79 | 218% |
| Returns for 5 years | 150.33 | 54.21 | 277% |
| Returns for 10 years | 25.00 | 32.23 | 78% |
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