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HWMIX vs JVMRX
HWMIX vs JVMRX Comparison
Open Charts HWMIX vs JVMRX
Hotchkis & Wiley Mid-Cap Value I
Price$57.43
Change-$0.17 (-0.30%)
VolumeN/A
Net Assets393.16M
JHancock Disciplined Value Mid Cap R6
Price$30.24
Change-$0.11 (-0.36%)
VolumeN/A
Net Assets24.44B
HWMIX vs JVMRX Comparison Chart in %
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HWMIX vs. JVMRX commentary
Sep 16, 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 Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. HWMIX (393M). HWMIX pays higher dividends than JVMRX: HWMIX (1.10) vs JVMRX (0.84). HWMIX was incepted earlier than JVMRX: HWMIX (29 years) vs JVMRX (14 years). HWMIX (1.00) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. HWMIX (28.00). HWMIX has a lower initial minimum investment than JVMRX: HWMIX (250000) vs JVMRX (1000000). HWMIX annual gain was more profitable for investors over the last year : 5.94 vs. JVMRX (2.42). HWMIX return over 5 years is better than : 150.51 vs. JVMRX (54.51).
| HWMIX | JVMRX | HWMIX / JVMRX | |
| Total Expense Ratio | 1.00 | 0.74 | 135% |
| Annual Report Gross Expense Ratio | 1.00 | 0.75 | 133% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 5.033 | 12.658 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 24.4B | 2% |
| Annual Yield % from dividends | 1.10 | 0.84 | 131% |
| Returns for 1 year | 5.94 | 2.42 | 246% |
| Returns for 3 years | 37.04 | 26.37 | 140% |
| Returns for 5 years | 150.51 | 54.51 | 276% |
| Returns for 10 years | 67.62 | 61.70 | 110% |
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