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HWMIX vs JVMTX
HWMIX vs JVMTX Comparison
Open Charts HWMIX vs JVMTX
Hotchkis & Wiley Mid-Cap Value I
Price$61.21
Change+$3.67 (+6.38%)
VolumeN/A
Net Assets393.75M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
HWMIX vs JVMTX Comparison Chart in %
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HWMIX vs. JVMTX commentary
Feb 05, 2026
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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. HWMIX (394M). HWMIX pays higher dividends than JVMTX: HWMIX (1.33) vs JVMTX (0.60). HWMIX was incepted earlier than JVMTX: HWMIX (29 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than HWMIX (1.00). JVMTX is a more actively managed with annual turnover of: 49.00 vs. HWMIX (31.00). JVMTX has a lower initial minimum investment than HWMIX: JVMTX (0) vs HWMIX (250000). HWMIX annual gain was more profitable for investors over the last year : 11.57 vs. JVMTX (4.79). HWMIX return over 5 years is better than : 76.80 vs. JVMTX (22.28).
| HWMIX | JVMTX | HWMIX / JVMTX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.10 | 91% |
| Fund Existence | 29 years | 13 years | - |
| Gain YTD | 4.919 | 5.177 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 394M | 24.7B | 2% |
| Annual Yield % from dividends | 1.33 | 0.60 | 223% |
| Returns for 1 year | 11.57 | 4.79 | 242% |
| Returns for 3 years | 26.07 | 11.22 | 232% |
| Returns for 5 years | 76.80 | 22.28 | 345% |
| Returns for 10 years | 139.00 | 76.80 | 181% |
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