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HWMIX vs JVMIX
HWMIX vs JVMIX Comparison
Open Charts HWMIX vs JVMIX
Hotchkis & Wiley Mid-Cap Value I
Price$57.05
Change-$0.23 (-0.40%)
VolumeN/A
Net Assets391.28M
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
HWMIX vs JVMIX Comparison Chart in %
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HWMIX vs. JVMIX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. HWMIX (391M). HWMIX pays higher dividends than JVMIX: HWMIX (1.10) vs JVMIX (0.74). HWMIX was incepted earlier than JVMIX: HWMIX (29 years) vs JVMIX (28 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 (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 : 4.48 vs. JVMIX (2.91). HWMIX return over 5 years is better than : 150.16 vs. JVMIX (54.86).
| 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 | 28 years | - |
| Gain YTD | 4.449 | 11.985 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 24.3B | 2% |
| Annual Yield % from dividends | 1.10 | 0.74 | 148% |
| Returns for 1 year | 4.48 | 2.91 | 154% |
| Returns for 3 years | 36.89 | 24.95 | 148% |
| Returns for 5 years | 150.16 | 54.86 | 274% |
| Returns for 10 years | 65.93 | 58.60 | 113% |
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