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HWMIX vs JVMAX
HWMIX vs JVMAX Comparison
Open Charts HWMIX vs JVMAX
Hotchkis & Wiley Mid-Cap Value I
Price$57.37
Change-$0.02 (-0.03%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.94
Change-$0.29 (-0.96%)
VolumeN/A
CapitalizationN/A
HWMIX vs JVMAX Comparison Chart
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HWMIX vs. JVMAX commentary
Nov 15, 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 Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. HWMIX (441M). JVMAX pays higher dividends than HWMIX: JVMAX (0.67) vs HWMIX (0.27). HWMIX was incepted earlier than JVMAX: HWMIX (28 years) vs JVMAX (27 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 : 21.52 vs. HWMIX (16.75). HWMIX return over 5 years is better than : 88.00 vs. JVMAX (43.79).
| HWMIX | JVMAX | HWMIX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 7.234 | 15.198 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 441M | 24.3B | 2% |
| Annual Yield % from dividends | 0.27 | 0.67 | 41% |
| Returns for 1 year | 16.75 | 21.52 | 78% |
| Returns for 3 years | 28.79 | 6.97 | 413% |
| Returns for 5 years | 88.00 | 43.79 | 201% |
| Returns for 10 years | 40.03 | 59.08 | 68% |
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