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HWMIX vs JVMAX
HWMIX vs JVMAX Comparison
Open Charts HWMIX vs JVMAX
Hotchkis & Wiley Mid-Cap Value I
Price$48.01
Change+$4.50 (+10.34%)
VolumeN/A
Net Assets317.6M
JHancock Disciplined Value Mid Cap A
Price$23.74
Change+$1.71 (+7.76%)
VolumeN/A
Net Assets18.48B
HWMIX vs JVMAX Comparison Chart
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HWMIX vs. JVMAX 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 HWMIX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 18.5B vs. HWMIX (318M). HWMIX pays higher dividends than JVMAX: HWMIX (1.21) vs JVMAX (0.61). HWMIX was incepted earlier than JVMAX: HWMIX (28 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than HWMIX (1.00). JVMAX is a more actively managed with annual turnover of: 47.00 vs. HWMIX (28.00). JVMAX has a lower initial minimum investment than HWMIX: JVMAX (1000) vs HWMIX (250000). JVMAX (-20.84) and HWMIX (-20.96) have marching annual gain over last year. HWMIX return over 5 years is better than : 132.90 vs. JVMAX (36.10).
| HWMIX | JVMAX | HWMIX / JVMAX | |
| Total Expense Ratio | 1.00 | 1.12 | 89% |
| Annual Report Gross Expense Ratio | 1.00 | 1.13 | 88% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | -20.660 | -13.336 | 155% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 18.5B | 2% |
| Annual Yield % from dividends | 1.21 | 0.61 | 198% |
| Returns for 1 year | -20.96 | -20.84 | 101% |
| Returns for 3 years | -7.86 | -13.99 | 56% |
| Returns for 5 years | 132.90 | 36.10 | 368% |
| Returns for 10 years | 12.32 | 11.67 | 106% |
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