HWMIX
Price
$58.15
Change
+$0.14 (+0.24%)
Updated
Oct 24 closing price
Net Assets
379.31M
JVMCX
Price
$28.06
Change
-$0.02 (-0.07%)
Updated
Oct 24 closing price
Net Assets
24.33B
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HWMIX vs JVMCX

Header iconHWMIX vs JVMCX Comparison
Open Charts HWMIX vs JVMCXBanner chart's image
Hotchkis & Wiley Mid-Cap Value I
Price$58.15
Change+$0.14 (+0.24%)
VolumeN/A
Net Assets379.31M
JHancock Disciplined Value Mid Cap C
Price$28.06
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets24.33B
HWMIX vs JVMCX Comparison Chart in %
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HWMIX vs. JVMCX commentary
Oct 27, 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 StrongBuy and JVMCX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. HWMIX (379M). HWMIX pays higher dividends than JVMCX: HWMIX (1.09) vs JVMCX (0.00). HWMIX was incepted earlier than JVMCX: HWMIX (29 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than HWMIX (1.00). JVMCX is a more actively managed with annual turnover of: 49.00 vs. HWMIX (31.00). JVMCX has a lower initial minimum investment than HWMIX: JVMCX (1000) vs HWMIX (250000). HWMIX annual gain was more profitable for investors over the last year : 4.10 vs. JVMCX (-2.50). HWMIX return over 5 years is better than : 132.59 vs. JVMCX (41.67).
HWMIXJVMCXHWMIX / JVMCX
Total Expense Ratio1.001.8554%
Annual Report Gross Expense Ratio1.001.8654%
Fund Existence29 years14 years-
Gain YTD6.03610.90955%
Front LoadN/AN/A-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/AN/A-
Net Assets379M24.3B2%
Annual Yield % from dividends1.090.00-
Returns for 1 year4.10-2.50-164%
Returns for 3 years33.6420.34165%
Returns for 5 years132.5941.67318%
Returns for 10 years69.5041.03169%
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