Ad is loading...
Ad is loading...
HWMIX vs JVMTX
HWMIX vs JVMTX Comparison
Open Charts HWMIX vs JVMTX
Hotchkis & Wiley Mid-Cap Value I
Price$57.37
Change-$0.02 (-0.03%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.53
Change-$0.31 (-0.97%)
VolumeN/A
CapitalizationN/A
HWMIX vs JVMTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWMIX vs. JVMTX commentary
Nov 15, 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 Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. HWMIX (441M). 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 : 21.87 vs. HWMIX (16.75). HWMIX return over 5 years is better than : 88.00 vs. JVMTX (45.44).
| 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 | 7.234 | 15.326 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 441M | 24.3B | 2% |
| Annual Yield % from dividends | 0.27 | 0.73 | 37% |
| Returns for 1 year | 16.75 | 21.87 | 77% |
| Returns for 3 years | 28.79 | 7.95 | 362% |
| Returns for 5 years | 88.00 | 45.44 | 194% |
| Returns for 10 years | 40.03 | 63.07 | 63% |