HWMIX
Price
$55.60
Change
+$0.21 (+0.38%)
Updated
Jul 3 closing price
Net Assets
393.09M
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
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HWMIX vs JVMRX

Header iconHWMIX vs JVMRX Comparison
Open Charts HWMIX vs JVMRXBanner chart's image
Hotchkis & Wiley Mid-Cap Value I
Price$55.60
Change+$0.21 (+0.38%)
VolumeN/A
Net Assets393.09M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
HWMIX vs JVMRX Comparison Chart in %
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HWMIX vs. JVMRX commentary
Jul 07, 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 JVMRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. HWMIX (393M). HWMIX pays higher dividends than JVMRX: HWMIX (1.17) vs JVMRX (0.88). HWMIX was incepted earlier than JVMRX: HWMIX (29 years) vs JVMRX (14 years). HWMIX (1.00) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. HWMIX (28.00). HWMIX has a lower initial minimum investment than JVMRX: HWMIX (250000) vs JVMRX (1000000). HWMIX annual gain was more profitable for investors over the last year : 4.43 vs. JVMRX (3.59). HWMIX return over 5 years is better than : 165.68 vs. JVMRX (63.32).
HWMIXJVMRXHWMIX / JVMRX
Total Expense Ratio1.000.75133%
Annual Report Gross Expense Ratio1.000.76132%
Fund Existence29 years14 years-
Gain YTD1.3868.50016%
Front LoadN/AN/A-
Min. Initial Investment250000100000025%
Min. Initial Investment IRAN/AN/A-
Net Assets393M22.6B2%
Annual Yield % from dividends1.170.88133%
Returns for 1 year4.433.59123%
Returns for 3 years35.1224.14145%
Returns for 5 years165.6863.32262%
Returns for 10 years50.5249.30102%
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