Interact to see
Advertisement
Advertisement
HWMIX vs JVMIX
HWMIX vs JVMIX Comparison
Open Charts HWMIX vs JVMIX
Hotchkis & Wiley Mid-Cap Value I
Price$56.85
Change-$0.31 (-0.54%)
VolumeN/A
Net Assets370.38M
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
HWMIX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWMIX vs. JVMIX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. HWMIX (370M). HWMIX pays higher dividends than JVMIX: HWMIX (1.11) vs JVMIX (0.75). 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 (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 : 0.98 vs. JVMIX (-5.45). HWMIX return over 5 years is better than : 111.34 vs. JVMIX (38.17).
| 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 | 4.230 | 11.243 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 24.2B | 2% |
| Annual Yield % from dividends | 1.11 | 0.75 | 147% |
| Returns for 1 year | 0.98 | -5.45 | -18% |
| Returns for 3 years | 21.94 | 15.30 | 143% |
| Returns for 5 years | 111.34 | 38.17 | 292% |
| Returns for 10 years | 66.84 | 54.29 | 123% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IHI | 63.18 | 0.62 | +0.99% |
| iShares US Medical Devices ETF | |||
| CPNS | 27.11 | 0.01 | +0.02% |
| Calamos Nasdaq-100 Str Alt Prt ETF-Sep | |||
| JPSE | 49.97 | N/A | +0.01% |
| JPMorgan Divers Ret US Small Cap Eq ETF | |||
| QYLG | 30.20 | N/A | N/A |
| Global X Nasdaq 100® Covered Call&Gr ETF | |||
| FTXG | 21.22 | -0.01 | -0.04% |
| First Trust Nasdaq Food & Beverage ETF | |||