HWMZX
Price
$48.23
Change
-$4.11 (-7.85%)
Updated
Apr 3 closing price
Net Assets
384.19M
JVMRX
Price
$25.43
Change
-$1.50 (-5.57%)
Updated
Apr 3 closing price
Net Assets
21.35B
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HWMZX vs JVMRX

Header iconHWMZX vs JVMRX Comparison
Open Charts HWMZX vs JVMRXBanner chart's image
Hotchkis & Wiley Mid Cap Value Z
Price$48.23
Change-$4.11 (-7.85%)
VolumeN/A
Net Assets384.19M
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
HWMZX vs JVMRX Comparison Chart
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HWMZX vs. JVMRX commentary
Apr 04, 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.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.4B vs. HWMZX (384M). 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. HWMZX annual gain was more profitable for investors over the last year : -5.35 vs. JVMRX (-7.83). HWMZX return over 5 years is better than : 239.08 vs. JVMRX (90.92).
HWMZXJVMRXHWMZX / JVMRX
Total Expense Ratio0.880.75117%
Annual Report Gross Expense Ratio0.880.76116%
Fund Existence6 years14 years-
Gain YTD-5.692-0.03715,335%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets384M21.4B2%
Annual Yield % from dividends1.370.94146%
Returns for 1 year-5.35-7.8368%
Returns for 3 years7.14-0.32-2,223%
Returns for 5 years239.0890.92263%
Returns for 10 yearsN/A34.80-
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