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HWMIX vs JVMSX
HWMIX vs JVMSX Comparison
Open Charts HWMIX vs JVMSX
Hotchkis & Wiley Mid-Cap Value I
Price$52.80
Change-$0.39 (-0.73%)
VolumeN/A
Net Assets369.62M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
HWMIX vs JVMSX Comparison Chart
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HWMIX vs. JVMSX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. HWMIX (370M). HWMIX pays higher dividends than JVMSX: HWMIX (1.24) vs JVMSX (0.43). HWMIX was incepted earlier than JVMSX: HWMIX (28 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than HWMIX (1.00). JVMSX is a more actively managed with annual turnover of: 47.00 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 : 0.61 vs. JVMSX (-3.29). HWMIX return over 5 years is better than : 141.96 vs. JVMSX (50.13).
| HWMIX | JVMSX | HWMIX / JVMSX | |
| Total Expense Ratio | 1.00 | 1.25 | 80% |
| Annual Report Gross Expense Ratio | 1.00 | 1.26 | 79% |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | -3.720 | 2.313 | -161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 21.5B | 2% |
| Annual Yield % from dividends | 1.24 | 0.43 | 286% |
| Returns for 1 year | 0.61 | -3.29 | -19% |
| Returns for 3 years | 23.50 | 15.80 | 149% |
| Returns for 5 years | 141.96 | 50.13 | 283% |
| Returns for 10 years | 36.33 | 33.43 | 109% |
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