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HWMIX vs JVMRX
HWMIX vs JVMRX Comparison
Open Charts HWMIX vs JVMRX
Hotchkis & Wiley Mid-Cap Value I
Price$53.74
Change-$1.40 (-2.54%)
VolumeN/A
Net Assets388.55M
JHancock Disciplined Value Mid Cap R6
Price$28.70
Change-$0.47 (-1.61%)
VolumeN/A
Net Assets22.6B
HWMIX vs JVMRX Comparison Chart in %
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HWMIX vs. JVMRX commentary
Jul 17, 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: 22.6B vs. HWMIX (389M). HWMIX pays higher dividends than JVMRX: HWMIX (1.17) vs JVMRX (0.88). HWMIX was incepted earlier than JVMRX: HWMIX (29 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: 49.00 vs. HWMIX (28.00). HWMIX has a lower initial minimum investment than JVMRX: HWMIX (250000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 0.21 vs. HWMIX (-0.45). HWMIX return over 5 years is better than : 152.13 vs. JVMRX (58.25).
| HWMIX | JVMRX | HWMIX / JVMRX | |
| Total Expense Ratio | 1.00 | 0.75 | 133% |
| Annual Report Gross Expense Ratio | 1.00 | 0.76 | 132% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 0.547 | 8.278 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 22.6B | 2% |
| Annual Yield % from dividends | 1.17 | 0.88 | 133% |
| Returns for 1 year | -0.45 | 0.21 | -209% |
| Returns for 3 years | 39.95 | 24.51 | 163% |
| Returns for 5 years | 152.13 | 58.25 | 261% |
| Returns for 10 years | 49.35 | 47.21 | 105% |
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