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HWMZX vs JVMRX
HWMZX vs JVMRX Comparison
Open Charts HWMZX vs JVMRX
Hotchkis & Wiley Mid Cap Value Z
Price$56.84
Change-$0.19 (-0.33%)
VolumeN/A
Net Assets390.44M
JHancock Disciplined Value Mid Cap R6
Price$29.94
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets24.02B
HWMZX vs JVMRX Comparison Chart in %
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HWMZX vs. JVMRX commentary
Aug 27, 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: 24B vs. HWMZX (390M). HWMZX pays higher dividends than JVMRX: HWMZX (1.31) vs JVMRX (0.86). HWMZX was incepted earlier than JVMRX: HWMZX (6 years) vs JVMRX (14 years). HWMZX (0.88) is less costly to investors than JVMRX (0.75). 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. HWMZX annual gain was more profitable for investors over the last year : 1.07 vs. JVMRX (-0.20). HWMZX return over 5 years is better than : 150.97 vs. JVMRX (53.65).
| HWMZX | JVMRX | HWMZX / JVMRX | |
| Total Expense Ratio | 0.88 | 0.74 | 119% |
| Annual Report Gross Expense Ratio | 0.88 | 0.75 | 117% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 4.050 | 10.913 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 24B | 2% |
| Annual Yield % from dividends | 1.31 | 0.86 | 152% |
| Returns for 1 year | 1.07 | -0.20 | -532% |
| Returns for 3 years | 30.33 | 19.91 | 152% |
| Returns for 5 years | 150.97 | 53.65 | 281% |
| Returns for 10 years | N/A | 56.73 | - |
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