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HWMIX vs JVMTX
HWMIX vs JVMTX Comparison
Open Charts HWMIX vs JVMTX
Hotchkis & Wiley Mid-Cap Value I
Price$52.80
Change-$0.39 (-0.73%)
VolumeN/A
Net Assets369.62M
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
HWMIX vs JVMTX Comparison Chart
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HWMIX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. HWMIX (370M). HWMIX pays higher dividends than JVMTX: HWMIX (1.24) vs JVMTX (0.67). HWMIX was incepted earlier than JVMTX: HWMIX (28 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than HWMIX (1.00). JVMTX is a more actively managed with annual turnover of: 47.00 vs. HWMIX (28.00). 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 : 0.61 vs. JVMTX (-3.01). HWMIX return over 5 years is better than : 141.96 vs. JVMTX (51.48).
| HWMIX | JVMTX | HWMIX / JVMTX | |
| Total Expense Ratio | 1.00 | 1.00 | 100% |
| Annual Report Gross Expense Ratio | 1.00 | 1.11 | 90% |
| Fund Existence | 28 years | 12 years | - |
| Gain YTD | -3.720 | 2.453 | -152% |
| 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 | 0.67 | 185% |
| Returns for 1 year | 0.61 | -3.01 | -20% |
| Returns for 3 years | 23.50 | 16.50 | 142% |
| Returns for 5 years | 141.96 | 51.48 | 276% |
| Returns for 10 years | 36.33 | 35.66 | 102% |
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