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HWMIX vs JVMCX
HWMIX vs JVMCX Comparison
Open Charts HWMIX vs JVMCX
Hotchkis & Wiley Mid-Cap Value I
Price$53.26
Change-$0.07 (-0.13%)
VolumeN/A
Net Assets368.08M
JHancock Disciplined Value Mid Cap C
Price$27.12
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets23.06B
HWMIX vs JVMCX Comparison Chart in %
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HWMIX vs. JVMCX commentary
Aug 07, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.1B vs. HWMIX (368M). HWMIX pays higher dividends than JVMCX: HWMIX (1.16) vs JVMCX (0.00). HWMIX was incepted earlier than JVMCX: HWMIX (29 years) vs JVMCX (14 years). JVMCX (1.88) 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). JVMCX annual gain was more profitable for investors over the last year : 1.87 vs. HWMIX (0.84). HWMIX return over 5 years is better than : 136.05 vs. JVMCX (44.93).
| HWMIX | JVMCX | HWMIX / JVMCX | |
| Total Expense Ratio | 1.00 | 1.87 | 53% |
| Annual Report Gross Expense Ratio | 1.00 | 1.88 | 53% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | -2.753 | 7.510 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 368M | 23.1B | 2% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | 0.84 | 1.87 | 45% |
| Returns for 3 years | 26.05 | 13.07 | 199% |
| Returns for 5 years | 136.05 | 44.93 | 303% |
| Returns for 10 years | 48.15 | 33.95 | 142% |
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