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HWMIX vs JVMSX
HWMIX vs JVMSX Comparison
Open Charts HWMIX vs JVMSX
Hotchkis & Wiley Mid-Cap Value I
Price$58.97
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets383.29M
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
HWMIX vs JVMSX Comparison Chart in %
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HWMIX vs. JVMSX commentary
Dec 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. HWMIX (383M). HWMIX pays higher dividends than JVMSX: HWMIX (1.08) 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 (31.00). 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 : 7.57 vs. JVMSX (2.29). HWMIX return over 5 years is better than : 89.40 vs. JVMSX (22.25).
| 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 | 7.531 | 3.506 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 23.9B | 2% |
| Annual Yield % from dividends | 1.08 | 0.40 | 272% |
| Returns for 1 year | 7.57 | 2.29 | 331% |
| Returns for 3 years | 33.44 | 15.22 | 220% |
| Returns for 5 years | 89.40 | 22.25 | 402% |
| Returns for 10 years | 100.96 | 46.26 | 218% |
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