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HWMIX vs JVMCX
HWMIX vs JVMCX Comparison
Open Charts HWMIX vs JVMCX
Hotchkis & Wiley Mid-Cap Value I
Price$56.32
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets367.92M
JHancock Disciplined Value Mid Cap C
Price$27.55
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets23.85B
HWMIX vs JVMCX Comparison Chart in %
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HWMIX vs. JVMCX commentary
Oct 19, 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 Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.9B vs. HWMIX (368M). HWMIX pays higher dividends than JVMCX: HWMIX (1.09) vs JVMCX (0.00). HWMIX was incepted earlier than JVMCX: HWMIX (29 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than HWMIX (1.00). JVMCX is a more actively managed with annual turnover of: 49.00 vs. HWMIX (31.00). JVMCX has a lower initial minimum investment than HWMIX: JVMCX (1000) vs HWMIX (250000). HWMIX annual gain was more profitable for investors over the last year : -1.35 vs. JVMCX (-6.45). HWMIX return over 5 years is better than : 134.93 vs. JVMCX (40.87).
| HWMIX | JVMCX | HWMIX / JVMCX | |
| Total Expense Ratio | 1.00 | 1.85 | 54% |
| Annual Report Gross Expense Ratio | 1.00 | 1.86 | 54% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 2.699 | 8.893 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 368M | 23.9B | 2% |
| Annual Yield % from dividends | 1.09 | 0.00 | - |
| Returns for 1 year | -1.35 | -6.45 | 21% |
| Returns for 3 years | 34.88 | 21.60 | 161% |
| Returns for 5 years | 134.93 | 40.87 | 330% |
| Returns for 10 years | 60.24 | 38.46 | 157% |
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