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HWMIX vs JVMIX
HWMIX vs JVMIX Comparison
Open Charts HWMIX vs JVMIX
Hotchkis & Wiley Mid-Cap Value I
Price$61.21
Change+$3.67 (+6.38%)
VolumeN/A
Net Assets393.75M
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
HWMIX vs JVMIX Comparison Chart in %
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HWMIX vs. JVMIX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. HWMIX (394M). HWMIX pays higher dividends than JVMIX: HWMIX (1.33) vs JVMIX (0.72). 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 : 11.57 vs. JVMIX (4.96). HWMIX return over 5 years is better than : 76.80 vs. JVMIX (23.04).
| 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 | 4.919 | 5.206 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 394M | 24.7B | 2% |
| Annual Yield % from dividends | 1.33 | 0.72 | 184% |
| Returns for 1 year | 11.57 | 4.96 | 233% |
| Returns for 3 years | 26.07 | 11.72 | 222% |
| Returns for 5 years | 76.80 | 23.04 | 333% |
| Returns for 10 years | 139.00 | 78.79 | 176% |
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