Interact to see
Advertisement
Advertisement
HWMZX vs JVMRX
HWMZX vs JVMRX Comparison
Open Charts HWMZX vs JVMRX
Hotchkis & Wiley Mid Cap Value Z
Price$55.60
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets384.64M
JHancock Disciplined Value Mid Cap R6
Price$29.35
Change-$0.11 (-0.37%)
VolumeN/A
Net Assets23.06B
HWMZX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWMZX vs. JVMRX commentary
Jul 30, 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. HWMZX (385M). HWMZX pays higher dividends than JVMRX: HWMZX (1.32) vs JVMRX (0.88). HWMZX was incepted earlier than JVMRX: HWMZX (6 years) vs JVMRX (14 years). HWMZX (0.88) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. HWMZX (28.00). HWMZX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : -0.15 vs. HWMZX (-1.76). HWMZX return over 5 years is better than : 152.16 vs. JVMRX (56.59).
| HWMZX | JVMRX | HWMZX / JVMRX | |
| Total Expense Ratio | 0.88 | 0.75 | 117% |
| Annual Report Gross Expense Ratio | 0.88 | 0.76 | 116% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 1.496 | 9.354 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 385M | 23.1B | 2% |
| Annual Yield % from dividends | 1.32 | 0.88 | 150% |
| Returns for 1 year | -1.76 | -0.15 | 1,173% |
| Returns for 3 years | 28.43 | 17.03 | 167% |
| Returns for 5 years | 152.16 | 56.59 | 269% |
| Returns for 10 years | N/A | 48.60 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PGRO | 42.30 | 0.13 | +0.31% |
| Putnam Focused Large Cap Growth ETF | |||
| CPSF | 24.78 | 0.02 | +0.09% |
| Calamos S&P 500 Str Alt Prt ETF-Feb | |||
| BUYZ | 41.30 | 0.03 | +0.07% |
| Franklin Disruptive Commerce ETF | |||
| IGEB | 45.20 | -0.05 | -0.11% |
| iShares Investment Grade Systmtc Bd ETF | |||
| VFMV | 127.63 | -0.70 | -0.55% |
| Vanguard US Minimum Volatility ETF | |||