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HWMZX vs JVMRX
HWMZX vs JVMRX Comparison
Open Charts HWMZX vs JVMRX
Hotchkis & Wiley Mid Cap Value Z
Price$55.30
Change-$0.42 (-0.75%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.99
Change-$0.37 (-1.18%)
VolumeN/A
CapitalizationN/A
HWMZX vs JVMRX Comparison Chart
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HWMZX vs. JVMRX commentary
Dec 18, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. HWMZX (424M). JVMRX pays higher dividends than HWMZX: JVMRX (0.93) vs HWMZX (0.38). HWMZX was incepted earlier than JVMRX: HWMZX (5 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. HWMZX (35.00). HWMZX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 11.22 vs. HWMZX (6.08). HWMZX return over 5 years is better than : 79.54 vs. JVMRX (42.46).
| HWMZX | JVMRX | HWMZX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 4.673 | 13.268 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 23.7B | 2% |
| Annual Yield % from dividends | 0.38 | 0.93 | 41% |
| Returns for 1 year | 6.08 | 11.22 | 54% |
| Returns for 3 years | 33.17 | 18.01 | 184% |
| Returns for 5 years | 79.54 | 42.46 | 187% |
| Returns for 10 years | N/A | 61.86 | - |
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