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HWMIX vs JVMAX
HWMIX vs JVMAX Comparison
Open Charts HWMIX vs JVMAX
Hotchkis & Wiley Mid-Cap Value I
Price$55.04
Change-$1.25 (-2.22%)
VolumeN/A
Net Assets420.88M
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
HWMIX vs JVMAX Comparison Chart
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HWMIX vs. JVMAX commentary
Feb 23, 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 Hold and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. HWMIX (421M). JVMAX pays higher dividends than HWMIX: JVMAX (0.67) vs HWMIX (0.27). HWMIX was incepted earlier than JVMAX: HWMIX (28 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. HWMIX (35.00). JVMAX has a lower initial minimum investment than HWMIX: JVMAX (1000) vs HWMIX (250000). HWMIX annual gain was more profitable for investors over the last year : 9.87 vs. JVMAX (-0.93). HWMIX return over 5 years is better than : 92.29 vs. JVMAX (24.80).
| HWMIX | JVMAX | HWMIX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 2.644 | 3.816 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 421M | 22.5B | 2% |
| Annual Yield % from dividends | 0.27 | 0.67 | 41% |
| Returns for 1 year | 9.87 | -0.93 | -1,063% |
| Returns for 3 years | 25.89 | 4.03 | 642% |
| Returns for 5 years | 92.29 | 24.80 | 372% |
| Returns for 10 years | 45.97 | 34.49 | 133% |
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