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HWMZX vs JVMRX
HWMZX vs JVMRX Comparison
Open Charts HWMZX vs JVMRX
Hotchkis & Wiley Mid Cap Value Z
Price$57.73
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets390.57M
JHancock Disciplined Value Mid Cap R6
Price$30.16
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets24.35B
HWMZX vs JVMRX Comparison Chart in %
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HWMZX vs. JVMRX commentary
Sep 18, 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 Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. HWMZX (391M). HWMZX pays higher dividends than JVMRX: HWMZX (1.24) vs JVMRX (0.84). 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 : 4.02 vs. JVMRX (0.73). HWMZX return over 5 years is better than : 155.94 vs. JVMRX (56.71).
| 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 | 5.273 | 11.990 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 24.3B | 2% |
| Annual Yield % from dividends | 1.24 | 0.84 | 147% |
| Returns for 1 year | 4.02 | 0.73 | 548% |
| Returns for 3 years | 37.58 | 25.62 | 147% |
| Returns for 5 years | 155.94 | 56.71 | 275% |
| Returns for 10 years | N/A | 60.74 | - |
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