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HWMIX vs JVMRX
HWMIX vs JVMRX Comparison
Open Charts HWMIX vs JVMRX
Hotchkis & Wiley Mid-Cap Value I
Price$58.75
Change+$0.85 (+1.47%)
VolumeN/A
Net Assets391.31M
JHancock Disciplined Value Mid Cap R6
Price$30.27
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets24.36B
HWMIX vs JVMRX Comparison Chart in %
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HWMIX vs. JVMRX commentary
Oct 06, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. HWMIX (391M). 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 (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 : 5.32 vs. JVMRX (0.14). HWMIX return over 5 years is better than : 159.60 vs. JVMRX (57.63).
| 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 | 7.130 | 12.361 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 24.4B | 2% |
| Annual Yield % from dividends | 1.09 | 0.84 | 130% |
| Returns for 1 year | 5.32 | 0.14 | 3,776% |
| Returns for 3 years | 41.84 | 27.08 | 155% |
| Returns for 5 years | 159.60 | 57.63 | 277% |
| Returns for 10 years | 68.84 | 59.97 | 115% |
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