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HWMIX vs JVMCX
HWMIX vs JVMCX Comparison
Open Charts HWMIX vs JVMCX
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.
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).
| HWMIX | JVMCX | HWMIX / JVMCX | |
| Total Expense Ratio | 1.00 | 1.85 | 54% |
| Annual Report Gross Expense Ratio | 1.00 | 1.86 | 54% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 6.036 | 10.909 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 24.3B | 2% |
| Annual Yield % from dividends | 1.09 | 0.00 | - |
| Returns for 1 year | 4.10 | -2.50 | -164% |
| Returns for 3 years | 33.64 | 20.34 | 165% |
| Returns for 5 years | 132.59 | 41.67 | 318% |
| Returns for 10 years | 69.50 | 41.03 | 169% |
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