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HWMZX vs JVMRX
HWMZX vs JVMRX Comparison
Open Charts HWMZX vs JVMRX
Hotchkis & Wiley Mid Cap Value Z
Price$48.26
Change+$1.06 (+2.25%)
VolumeN/A
Net Assets343.03M
JHancock Disciplined Value Mid Cap R6
Price$25.65
Change+$0.44 (+1.75%)
VolumeN/A
Net Assets19.84B
HWMZX vs JVMRX Comparison Chart
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HWMZX vs. JVMRX commentary
Apr 25, 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: 19.8B vs. HWMZX (343M). HWMZX pays higher dividends than JVMRX: HWMZX (1.37) vs JVMRX (0.94). 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: 47.00 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 : -10.81 vs. HWMZX (-12.01). HWMZX return over 5 years is better than : 162.23 vs. JVMRX (54.49).
| 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 | -13.884 | -6.422 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 19.8B | 2% |
| Annual Yield % from dividends | 1.37 | 0.94 | 146% |
| Returns for 1 year | -12.01 | -10.81 | 111% |
| Returns for 3 years | 3.94 | -4.15 | -95% |
| Returns for 5 years | 162.23 | 54.49 | 298% |
| Returns for 10 years | N/A | 26.37 | - |
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