HWMIX
Price
$55.05
Change
-$0.31 (-0.56%)
Updated
Aug 15 closing price
Net Assets
378.74M
JVMIX
Price
$29.37
Change
-$0.23 (-0.78%)
Updated
Aug 15 closing price
Net Assets
23.59B
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HWMIX vs JVMIX

Header iconHWMIX vs JVMIX Comparison
Open Charts HWMIX vs JVMIXBanner chart's image
Hotchkis & Wiley Mid-Cap Value I
Price$55.05
Change-$0.31 (-0.56%)
VolumeN/A
Net Assets378.74M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
HWMIX vs JVMIX Comparison Chart in %
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HWMIX vs. JVMIX commentary
Aug 18, 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.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. HWMIX (379M). HWMIX pays higher dividends than JVMIX: HWMIX (1.16) vs JVMIX (0.76). 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 : 0.76 vs. HWMIX (0.31). HWMIX return over 5 years is better than : 134.57 vs. JVMIX (50.10).
HWMIXJVMIXHWMIX / JVMIX
Total Expense Ratio1.000.87115%
Annual Report Gross Expense Ratio1.000.88114%
Fund Existence29 years28 years-
Gain YTD0.3838.9804%
Front LoadN/AN/A-
Min. Initial Investment250000250000100%
Min. Initial Investment IRAN/AN/A-
Net Assets379M23.6B2%
Annual Yield % from dividends1.160.76152%
Returns for 1 year0.310.7640%
Returns for 3 years22.4411.90189%
Returns for 5 years134.5750.10269%
Returns for 10 years52.5045.29116%
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