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HWMIX vs JVMIX
HWMIX vs JVMIX Comparison
Open Charts HWMIX vs JVMIX
Hotchkis & Wiley Mid-Cap Value I
Price$58.94
Change+$0.94 (+1.62%)
VolumeN/A
Net Assets379.78M
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
HWMIX vs JVMIX Comparison Chart in %
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HWMIX vs. JVMIX commentary
Dec 04, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. HWMIX (380M). HWMIX pays higher dividends than JVMIX: HWMIX (1.08) vs JVMIX (0.74). HWMIX was incepted earlier than JVMIX: HWMIX (29 years) vs JVMIX (29 years). HWMIX (1.00) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. HWMIX (31.00). HWMIX (250000) and JVMIX (250000) have matching initial minimum investment requirements. HWMIX annual gain was more profitable for investors over the last year : 0.16 vs. JVMIX (-5.91). HWMIX return over 5 years is better than : 94.28 vs. JVMIX (33.54).
| HWMIX | JVMIX | HWMIX / JVMIX | |
| Total Expense Ratio | 1.00 | 0.85 | 118% |
| Annual Report Gross Expense Ratio | 1.00 | 0.86 | 116% |
| Fund Existence | 29 years | 29 years | - |
| Gain YTD | 5.999 | 12.022 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 24.5B | 2% |
| Annual Yield % from dividends | 1.08 | 0.74 | 147% |
| Returns for 1 year | 0.16 | -5.91 | -3% |
| Returns for 3 years | 24.85 | 14.46 | 172% |
| Returns for 5 years | 94.28 | 33.54 | 281% |
| Returns for 10 years | 66.31 | 50.20 | 132% |
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