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HWMIX vs JVMIX
HWMIX vs JVMIX Comparison
Open Charts HWMIX vs JVMIX
Hotchkis & Wiley Mid-Cap Value I
Price$55.62
Change+$0.22 (+0.40%)
VolumeN/A
Net Assets384.64M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
HWMIX vs JVMIX Comparison Chart in %
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HWMIX vs. JVMIX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. HWMIX (385M). 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: 49.00 vs. HWMIX (28.00). HWMIX (250000) and JVMIX (250000) have matching initial minimum investment requirements. JVMIX annual gain was more profitable for investors over the last year : 1.20 vs. HWMIX (-0.84). HWMIX return over 5 years is better than : 153.55 vs. JVMIX (58.07).
| 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 | 1.422 | 9.314 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 385M | 23.1B | 2% |
| Annual Yield % from dividends | 1.17 | 0.78 | 151% |
| Returns for 1 year | -0.84 | 1.20 | -70% |
| Returns for 3 years | 34.80 | 21.47 | 162% |
| Returns for 5 years | 153.55 | 58.07 | 264% |
| Returns for 10 years | 53.49 | 50.28 | 106% |
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