Interact to see
Advertisement
Advertisement
HWMIX vs JVMRX
HWMIX vs JVMRX Comparison
Open Charts HWMIX vs JVMRX
Hotchkis & Wiley Mid-Cap Value I
Price$55.62
Change+$0.22 (+0.40%)
VolumeN/A
Net Assets384.64M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
HWMIX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWMIX vs. JVMRX commentary
Jul 28, 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 StrongBuy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. HWMIX (385M). 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: 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 : 1.28 vs. HWMIX (-0.84). HWMIX return over 5 years is better than : 153.55 vs. JVMRX (58.56).
| 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 | 1.422 | 9.354 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 385M | 23.1B | 2% |
| Annual Yield % from dividends | 1.17 | 0.88 | 133% |
| Returns for 1 year | -0.84 | 1.28 | -65% |
| Returns for 3 years | 34.80 | 21.72 | 160% |
| Returns for 5 years | 153.55 | 58.56 | 262% |
| Returns for 10 years | 53.49 | 51.14 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers