HWMZX
Price
$58.78
Change
+$0.85 (+1.47%)
Updated
Oct 3 closing price
Net Assets
391.31M
JVMCX
Price
$28.19
Change
+$0.04 (+0.14%)
Updated
Oct 3 closing price
Net Assets
24.36B
Interact to see
Advertisement

HWMZX vs JVMCX

Header iconHWMZX vs JVMCX Comparison
Open Charts HWMZX vs JVMCXBanner chart's image
Hotchkis & Wiley Mid Cap Value Z
Price$58.78
Change+$0.85 (+1.47%)
VolumeN/A
Net Assets391.31M
JHancock Disciplined Value Mid Cap C
Price$28.19
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets24.36B
HWMZX vs JVMCX Comparison Chart in %
View a ticker or compare two or three
VS
HWMZX vs. JVMCX commentary
Oct 06, 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 HWMZX is a Buy and JVMCX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.4B vs. HWMZX (391M). HWMZX pays higher dividends than JVMCX: HWMZX (1.23) vs JVMCX (0.00). HWMZX was incepted earlier than JVMCX: HWMZX (6 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than HWMZX (0.88). JVMCX is a more actively managed with annual turnover of: 49.00 vs. HWMZX (28.00). JVMCX has a lower initial minimum investment than HWMZX: JVMCX (1000) vs HWMZX (1000000). HWMZX annual gain was more profitable for investors over the last year : 5.46 vs. JVMCX (-1.64). HWMZX return over 5 years is better than : 160.95 vs. JVMCX (50.05).
HWMZXJVMCXHWMZX / JVMCX
Total Expense Ratio0.881.8548%
Annual Report Gross Expense Ratio0.881.8647%
Fund Existence6 years14 years-
Gain YTD7.24311.42363%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets391M24.4B2%
Annual Yield % from dividends1.230.00-
Returns for 1 year5.46-1.64-333%
Returns for 3 years42.2223.01183%
Returns for 5 years160.9550.05322%
Returns for 10 yearsN/A45.33-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
XSVM56.940.46
+0.81%
Invesco S&P SmallCap Value with Momt ETF
IFEB29.580.20
+0.69%
Innovator Intl Dev Pwr Bffr ETF - Feb
FRI28.130.10
+0.36%
First Trust S&P REIT ETF
VIS297.660.67
+0.23%
Vanguard Industrials ETF
DRAG28.63N/A
N/A
Roundhill China Dragons ETF