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HWMIX vs JVMIX
HWMIX vs JVMIX Comparison
Open Charts HWMIX vs JVMIX
Hotchkis & Wiley Mid-Cap Value I
Price$55.60
Change+$0.21 (+0.38%)
VolumeN/A
Net Assets393.09M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
HWMIX vs JVMIX Comparison Chart in %
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HWMIX vs. JVMIX commentary
Jul 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. HWMIX (393M). HWMIX pays higher dividends than JVMIX: HWMIX (1.17) vs JVMIX (0.78). HWMIX was incepted earlier than JVMIX: HWMIX (29 years) vs JVMIX (28 years). HWMIX (1.00) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. HWMIX (28.00). HWMIX (250000) and JVMIX (250000) have matching initial minimum investment requirements. HWMIX annual gain was more profitable for investors over the last year : 4.43 vs. JVMIX (3.45). HWMIX return over 5 years is better than : 165.68 vs. JVMIX (62.76).
| HWMIX | JVMIX | HWMIX / JVMIX | |
| Total Expense Ratio | 1.00 | 0.87 | 115% |
| Annual Report Gross Expense Ratio | 1.00 | 0.88 | 114% |
| Fund Existence | 29 years | 28 years | - |
| Gain YTD | 1.386 | 8.423 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 22.6B | 2% |
| Annual Yield % from dividends | 1.17 | 0.78 | 151% |
| Returns for 1 year | 4.43 | 3.45 | 129% |
| Returns for 3 years | 35.12 | 23.84 | 147% |
| Returns for 5 years | 165.68 | 62.76 | 264% |
| Returns for 10 years | 50.52 | 48.34 | 105% |
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