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HWMIX vs JVMRX
HWMIX vs JVMRX Comparison
Open Charts HWMIX vs JVMRX
Hotchkis & Wiley Mid-Cap Value I
Price$55.05
Change-$0.31 (-0.56%)
VolumeN/A
Net Assets378.74M
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
HWMIX vs JVMRX Comparison Chart in %
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HWMIX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. HWMIX (379M). HWMIX pays higher dividends than JVMRX: HWMIX (1.16) vs JVMRX (0.86). 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: 49.00 vs. HWMIX (28.00). HWMIX has a lower initial minimum investment than JVMRX: HWMIX (250000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 0.87 vs. HWMIX (0.31). HWMIX return over 5 years is better than : 134.57 vs. JVMRX (50.62).
| HWMIX | JVMRX | HWMIX / JVMRX | |
| Total Expense Ratio | 1.00 | 0.75 | 133% |
| Annual Report Gross Expense Ratio | 1.00 | 0.76 | 132% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 0.383 | 9.057 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 23.6B | 2% |
| Annual Yield % from dividends | 1.16 | 0.86 | 134% |
| Returns for 1 year | 0.31 | 0.87 | 35% |
| Returns for 3 years | 22.44 | 12.17 | 184% |
| Returns for 5 years | 134.57 | 50.62 | 266% |
| Returns for 10 years | 52.50 | 46.16 | 114% |
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