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HWMIX vs JVMRX
HWMIX vs JVMRX Comparison
Open Charts HWMIX vs JVMRX
Hotchkis & Wiley Mid-Cap Value I
Price$48.01
Change+$4.50 (+10.34%)
VolumeN/A
Net Assets317.6M
JHancock Disciplined Value Mid Cap R6
Price$25.18
Change+$1.81 (+7.74%)
VolumeN/A
Net Assets18.48B
HWMIX vs JVMRX Comparison Chart
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HWMIX vs. JVMRX commentary
Apr 11, 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: 18.5B vs. HWMIX (318M). HWMIX pays higher dividends than JVMRX: HWMIX (1.21) vs JVMRX (0.94). 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). JVMRX (-20.09) and HWMIX (-20.96) have marching annual gain over last year. HWMIX return over 5 years is better than : 132.90 vs. JVMRX (39.55).
| 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 | -20.660 | -13.252 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 18.5B | 2% |
| Annual Yield % from dividends | 1.21 | 0.94 | 129% |
| Returns for 1 year | -20.96 | -20.09 | 104% |
| Returns for 3 years | -7.86 | -12.51 | 63% |
| Returns for 5 years | 132.90 | 39.55 | 336% |
| Returns for 10 years | 12.32 | 16.87 | 73% |
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