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HWMIX vs JVMCX
HWMIX vs JVMCX Comparison
Open Charts HWMIX vs JVMCX
Hotchkis & Wiley Mid-Cap Value I
Price$58.75
Change+$0.85 (+1.47%)
VolumeN/A
Net Assets391.31M
JHancock Disciplined Value Mid Cap C
Price$28.19
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets24.36B
HWMIX vs JVMCX Comparison Chart in %
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HWMIX vs. JVMCX commentary
Oct 06, 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 Buy and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.4B vs. HWMIX (391M). 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 (28.00). 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 : 5.32 vs. JVMCX (-1.64). HWMIX return over 5 years is better than : 159.60 vs. JVMCX (50.05).
| 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 | 7.130 | 11.423 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 24.4B | 2% |
| Annual Yield % from dividends | 1.09 | 0.00 | - |
| Returns for 1 year | 5.32 | -1.64 | -324% |
| Returns for 3 years | 41.84 | 23.01 | 182% |
| Returns for 5 years | 159.60 | 50.05 | 319% |
| Returns for 10 years | 68.84 | 45.33 | 152% |
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