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HWMIX vs JVMRX
HWMIX vs JVMRX Comparison
Open Charts HWMIX vs JVMRX
Hotchkis & Wiley Mid-Cap Value I
Price$53.26
Change-$0.07 (-0.13%)
VolumeN/A
Net Assets368.08M
JHancock Disciplined Value Mid Cap R6
Price$29.07
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets23.06B
HWMIX vs JVMRX Comparison Chart in %
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HWMIX vs. JVMRX commentary
Aug 07, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. HWMIX (368M). HWMIX pays higher dividends than JVMRX: HWMIX (1.16) vs JVMRX (0.86). 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 : 3.71 vs. HWMIX (0.84). HWMIX return over 5 years is better than : 136.05 vs. JVMRX (52.18).
| 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 | -2.753 | 8.203 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 368M | 23.1B | 2% |
| Annual Yield % from dividends | 1.16 | 0.86 | 134% |
| Returns for 1 year | 0.84 | 3.71 | 23% |
| Returns for 3 years | 26.05 | 16.84 | 155% |
| Returns for 5 years | 136.05 | 52.18 | 261% |
| Returns for 10 years | 48.15 | 47.32 | 102% |
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