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HWMIX vs JVMRX
HWMIX vs JVMRX Comparison
Open Charts HWMIX vs JVMRX
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.
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).
| 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 | 1.386 | 8.500 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 22.6B | 2% |
| Annual Yield % from dividends | 1.17 | 0.88 | 133% |
| Returns for 1 year | 4.43 | 3.59 | 123% |
| Returns for 3 years | 35.12 | 24.14 | 145% |
| Returns for 5 years | 165.68 | 63.32 | 262% |
| Returns for 10 years | 50.52 | 49.30 | 102% |
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