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HWMIX vs JVMIX
HWMIX vs JVMIX Comparison
Open Charts HWMIX vs JVMIX
Hotchkis & Wiley Mid-Cap Value I
Price$53.26
Change-$0.07 (-0.13%)
VolumeN/A
Net Assets368.08M
JHancock Disciplined Value Mid Cap I
Price$29.06
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets23.06B
HWMIX vs JVMIX Comparison Chart in %
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HWMIX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. HWMIX (368M). HWMIX pays higher dividends than JVMIX: HWMIX (1.16) vs JVMIX (0.76). HWMIX was incepted earlier than JVMIX: HWMIX (29 years) vs JVMIX (28 years). HWMIX (1.00) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. HWMIX (28.00). HWMIX (250000) and JVMIX (250000) have matching initial minimum investment requirements. JVMIX annual gain was more profitable for investors over the last year : 3.56 vs. HWMIX (0.84). HWMIX return over 5 years is better than : 136.05 vs. JVMIX (51.66).
| HWMIX | JVMIX | HWMIX / JVMIX | |
| Total Expense Ratio | 1.00 | 0.87 | 115% |
| Annual Report Gross Expense Ratio | 1.00 | 0.88 | 114% |
| Fund Existence | 29 years | 28 years | - |
| Gain YTD | -2.753 | 8.126 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 368M | 23.1B | 2% |
| Annual Yield % from dividends | 1.16 | 0.76 | 152% |
| Returns for 1 year | 0.84 | 3.56 | 24% |
| Returns for 3 years | 26.05 | 16.56 | 157% |
| Returns for 5 years | 136.05 | 51.66 | 263% |
| Returns for 10 years | 48.15 | 46.44 | 104% |
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