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HWMZX vs JVMAX
HWMZX vs JVMAX Comparison
Open Charts HWMZX vs JVMAX
Hotchkis & Wiley Mid Cap Value Z
Price$55.82
Change+$0.09 (+0.16%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.69
Change-$0.02 (-0.07%)
VolumeN/A
CapitalizationN/A
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HWMZX vs JVMAX Comparison Chart
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HWMZX vs. JVMAX commentary
Nov 03, 2024
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 HWMZX is a StrongBuy and JVMAX is a StrongSell.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23B vs. HWMZX (430M). JVMAX pays higher dividends than HWMZX: JVMAX (0.67) vs HWMZX (0.38). HWMZX was incepted earlier than JVMAX: HWMZX (5 years) vs JVMAX (27 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. HWMZX (35.00). JVMAX has a lower initial minimum investment than HWMZX: JVMAX (1000) vs HWMZX (1000000). JVMAX annual gain was more profitable for investors over the last year : 21.08 vs. HWMZX (16.65). HWMZX return over 5 years is better than : 89.07 vs. JVMAX (39.57).
| HWMZX | JVMAX | HWMZX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 4.375 | 10.389 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 430M | 23B | 2% |
| Annual Yield % from dividends | 0.38 | 0.67 | 58% |
| Returns for 1 year | 16.65 | 21.08 | 79% |
| Returns for 3 years | 28.83 | 4.58 | 630% |
| Returns for 5 years | 89.07 | 39.57 | 225% |
| Returns for 10 years | N/A | 54.19 | - |
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