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HWMZX vs JVMRX
HWMZX vs JVMRX Comparison
Open Charts HWMZX vs JVMRX
Hotchkis & Wiley Mid Cap Value Z
Price$50.18
Change-$0.16 (-0.32%)
VolumeN/A
Net Assets360.77M
JHancock Disciplined Value Mid Cap R6
Price$27.26
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.3B
HWMZX vs JVMRX Comparison Chart
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HWMZX vs. JVMRX commentary
May 24, 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: 21.3B vs. HWMZX (361M). HWMZX pays higher dividends than JVMRX: HWMZX (1.48) vs JVMRX (0.96). 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 : -5.76 vs. HWMZX (-6.84). HWMZX return over 5 years is better than : 156.22 vs. JVMRX (59.16).
| 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 | -8.155 | 1.299 | -628% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 21.3B | 2% |
| Annual Yield % from dividends | 1.48 | 0.96 | 154% |
| Returns for 1 year | -6.84 | -5.76 | 119% |
| Returns for 3 years | 12.53 | 9.17 | 137% |
| Returns for 5 years | 156.22 | 59.16 | 264% |
| Returns for 10 years | N/A | 34.68 | - |
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