Interact to see
Advertisement
Advertisement
HWMIX vs JVMRX
HWMIX vs JVMRX Comparison
Open Charts HWMIX vs JVMRX
Hotchkis & Wiley Mid-Cap Value I
Price$56.32
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets367.92M
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
HWMIX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWMIX vs. JVMRX commentary
Oct 19, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. HWMIX (368M). HWMIX pays higher dividends than JVMRX: HWMIX (1.09) vs JVMRX (0.84). HWMIX was incepted earlier than JVMRX: HWMIX (29 years) vs JVMRX (14 years). HWMIX (1.00) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. HWMIX (31.00). 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 : -1.35 vs. JVMRX (-4.79). HWMIX return over 5 years is better than : 134.93 vs. JVMRX (47.93).
| HWMIX | JVMRX | HWMIX / JVMRX | |
| Total Expense Ratio | 1.00 | 0.74 | 135% |
| Annual Report Gross Expense Ratio | 1.00 | 0.75 | 133% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 2.699 | 9.837 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 368M | 23.7B | 2% |
| Annual Yield % from dividends | 1.09 | 0.84 | 130% |
| Returns for 1 year | -1.35 | -4.79 | 28% |
| Returns for 3 years | 34.88 | 25.62 | 136% |
| Returns for 5 years | 134.93 | 47.93 | 282% |
| Returns for 10 years | 60.24 | 52.40 | 115% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement