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HWMIX vs JVMRX
HWMIX vs JVMRX Comparison
Open Charts HWMIX vs JVMRX
Hotchkis & Wiley Mid-Cap Value I
Price$58.15
Change+$0.14 (+0.24%)
VolumeN/A
Net Assets379.31M
JHancock Disciplined Value Mid Cap R6
Price$30.15
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets24.33B
HWMIX vs JVMRX Comparison Chart in %
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HWMIX vs. JVMRX commentary
Oct 27, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. HWMIX (379M). HWMIX pays higher dividends than JVMRX: HWMIX (1.09) 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 (31.00). 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 : 4.10 vs. JVMRX (-0.74). HWMIX return over 5 years is better than : 132.59 vs. JVMRX (48.77).
| 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 | 6.036 | 11.915 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 24.3B | 2% |
| Annual Yield % from dividends | 1.09 | 0.84 | 130% |
| Returns for 1 year | 4.10 | -0.74 | -550% |
| Returns for 3 years | 33.64 | 24.32 | 138% |
| Returns for 5 years | 132.59 | 48.77 | 272% |
| Returns for 10 years | 69.50 | 55.21 | 126% |
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