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HWMIX vs JVMRX
HWMIX vs JVMRX Comparison
Open Charts HWMIX vs JVMRX
Hotchkis & Wiley Mid-Cap Value I
Price$51.11
Change-$0.11 (-0.21%)
VolumeN/A
Net Assets365.07M
JHancock Disciplined Value Mid Cap R6
Price$27.58
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.45B
HWMIX vs JVMRX Comparison Chart
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HWMIX vs. JVMRX commentary
Jun 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. HWMIX (365M). HWMIX pays higher dividends than JVMRX: HWMIX (1.24) vs JVMRX (0.91). 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 annual gain was more profitable for investors over the last year : -3.44 vs. HWMIX (-4.01). HWMIX return over 5 years is better than : 112.06 vs. JVMRX (40.08).
| 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 | -6.601 | 2.339 | -282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 21.5B | 2% |
| Annual Yield % from dividends | 1.24 | 0.91 | 136% |
| Returns for 1 year | -4.01 | -3.44 | 116% |
| Returns for 3 years | 8.50 | 5.97 | 142% |
| Returns for 5 years | 112.06 | 40.08 | 280% |
| Returns for 10 years | 33.33 | 38.60 | 86% |
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