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HWMIX vs JVMTX
HWMIX vs JVMTX Comparison
Open Charts HWMIX vs JVMTX
Hotchkis & Wiley Mid-Cap Value I
Price$55.33
Change-$0.42 (-0.75%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.90
Change-$0.36 (-1.15%)
VolumeN/A
CapitalizationN/A
HWMIX vs JVMTX Comparison Chart
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HWMIX vs. JVMTX commentary
Dec 18, 2024
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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.7B vs. HWMIX (424M). JVMTX pays higher dividends than HWMIX: JVMTX (0.73) vs HWMIX (0.27). HWMIX was incepted earlier than JVMTX: HWMIX (28 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. HWMIX (35.00). JVMTX has a lower initial minimum investment than HWMIX: JVMTX (0) vs HWMIX (250000). JVMTX annual gain was more profitable for investors over the last year : 11.00 vs. HWMIX (5.95). HWMIX return over 5 years is better than : 78.61 vs. JVMTX (41.32).
| HWMIX | JVMTX | HWMIX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 4.546 | 13.021 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 23.7B | 2% |
| Annual Yield % from dividends | 0.27 | 0.73 | 37% |
| Returns for 1 year | 5.95 | 11.00 | 54% |
| Returns for 3 years | 32.85 | 17.45 | 188% |
| Returns for 5 years | 78.61 | 41.32 | 190% |
| Returns for 10 years | 46.75 | 59.48 | 79% |
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