Ad is loading...
HWMIX vs JVMAX
HWMIX vs JVMAX Comparison
Open Charts HWMIX vs JVMAX
Hotchkis & Wiley Mid-Cap Value I
Price$55.33
Change-$0.42 (-0.75%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.33
Change-$0.35 (-1.18%)
VolumeN/A
CapitalizationN/A
HWMIX vs JVMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWMIX vs. JVMAX commentary
Dec 18, 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 HWMIX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.7B vs. HWMIX (424M). 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). JVMAX annual gain was more profitable for investors over the last year : 10.66 vs. HWMIX (5.95). HWMIX return over 5 years is better than : 78.61 vs. JVMAX (39.81).
| 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 | 4.546 | 12.851 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 23.7B | 2% |
| Annual Yield % from dividends | 0.27 | 0.67 | 41% |
| Returns for 1 year | 5.95 | 10.66 | 56% |
| Returns for 3 years | 32.85 | 16.69 | 197% |
| Returns for 5 years | 78.61 | 39.81 | 197% |
| Returns for 10 years | 46.75 | 55.64 | 84% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers