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HWMIX vs JVMRX
HWMIX vs JVMRX Comparison
Open Charts HWMIX vs JVMRX
Hotchkis & Wiley Mid-Cap Value I
Price$52.00
Change+$2.13 (+4.27%)
VolumeN/A
Net Assets360.27M
JHancock Disciplined Value Mid Cap R6
Price$27.56
Change+$0.88 (+3.30%)
VolumeN/A
Net Assets20.89B
HWMIX vs JVMRX Comparison Chart
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HWMIX vs. JVMRX commentary
May 13, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.9B vs. HWMIX (360M). HWMIX pays higher dividends than JVMRX: HWMIX (1.31) vs JVMRX (0.96). HWMIX was incepted earlier than JVMRX: HWMIX (28 years) vs JVMRX (14 years). HWMIX (1.00) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. HWMIX (28.00). HWMIX has a lower initial minimum investment than JVMRX: HWMIX (250000) vs JVMRX (1000000). HWMIX (-7.57) and JVMRX (-7.59) have marching annual gain over last year. HWMIX return over 5 years is better than : 179.92 vs. JVMRX (68.22).
| HWMIX | JVMRX | HWMIX / JVMRX | |
| Total Expense Ratio | 1.00 | 0.75 | 133% |
| Annual Report Gross Expense Ratio | 1.00 | 0.76 | 132% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | -9.063 | -0.965 | 939% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 20.9B | 2% |
| Annual Yield % from dividends | 1.31 | 0.96 | 136% |
| Returns for 1 year | -7.57 | -7.59 | 100% |
| Returns for 3 years | 13.03 | 5.99 | 218% |
| Returns for 5 years | 179.92 | 68.22 | 264% |
| Returns for 10 years | 27.19 | 32.42 | 84% |
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