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HWMIX vs JVMSX
HWMIX vs JVMSX Comparison
Open Charts HWMIX vs JVMSX
Hotchkis & Wiley Mid-Cap Value I
Price$57.05
Change-$0.23 (-0.40%)
VolumeN/A
Net Assets391.28M
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
HWMIX vs JVMSX Comparison Chart in %
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HWMIX vs. JVMSX commentary
Sep 09, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. HWMIX (391M). HWMIX pays higher dividends than JVMSX: HWMIX (1.10) vs JVMSX (0.40). HWMIX was incepted earlier than JVMSX: HWMIX (29 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than HWMIX (1.00). JVMSX is a more actively managed with annual turnover of: 49.00 vs. HWMIX (28.00). JVMSX has a lower initial minimum investment than HWMIX: JVMSX (0) vs HWMIX (250000). HWMIX annual gain was more profitable for investors over the last year : 4.48 vs. JVMSX (2.46). HWMIX return over 5 years is better than : 150.16 vs. JVMSX (52.77).
| HWMIX | JVMSX | HWMIX / JVMSX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.00 | 1.25 | 80% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 4.449 | 11.712 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 24.4B | 2% |
| Annual Yield % from dividends | 1.10 | 0.40 | 274% |
| Returns for 1 year | 4.48 | 2.46 | 182% |
| Returns for 3 years | 36.89 | 23.90 | 154% |
| Returns for 5 years | 150.16 | 52.77 | 285% |
| Returns for 10 years | 65.93 | 54.59 | 121% |
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