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HWMZX vs JVMIX
HWMZX vs JVMIX Comparison
Open Charts HWMZX vs JVMIX
Hotchkis & Wiley Mid Cap Value Z
Price$58.78
Change+$0.85 (+1.47%)
VolumeN/A
Net Assets391.31M
JHancock Disciplined Value Mid Cap I
Price$30.26
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets24.36B
HWMZX vs JVMIX Comparison Chart in %
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HWMZX vs. JVMIX 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.4B vs. HWMZX (391M). HWMZX pays higher dividends than JVMIX: HWMZX (1.23) vs JVMIX (0.74). HWMZX was incepted earlier than JVMIX: HWMZX (6 years) vs JVMIX (28 years). HWMZX (0.88) and JVMIX (0.86) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 49.00 vs. HWMZX (28.00). JVMIX has a lower initial minimum investment than HWMZX: JVMIX (250000) vs HWMZX (1000000). HWMZX annual gain was more profitable for investors over the last year : 5.46 vs. JVMIX (0.03). HWMZX return over 5 years is better than : 160.95 vs. JVMIX (57.08).
| HWMZX | JVMIX | HWMZX / JVMIX | |
| Total Expense Ratio | 0.88 | 0.85 | 104% |
| Annual Report Gross Expense Ratio | 0.88 | 0.86 | 102% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | 7.243 | 12.282 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 24.4B | 2% |
| Annual Yield % from dividends | 1.23 | 0.74 | 166% |
| Returns for 1 year | 5.46 | 0.03 | 16,714% |
| Returns for 3 years | 42.22 | 26.83 | 157% |
| Returns for 5 years | 160.95 | 57.08 | 282% |
| Returns for 10 years | N/A | 59.02 | - |
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