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HWMZX vs JVMRX
HWMZX vs JVMRX Comparison
Open Charts HWMZX vs JVMRX
Hotchkis & Wiley Mid Cap Value Z
Price$57.75
Change-$0.10 (-0.17%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$31.37
Change+$0.04 (+0.13%)
VolumeN/A
CapitalizationN/A
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HWMZX vs JVMRX Comparison Chart
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HWMZX vs. JVMRX commentary
Oct 18, 2024
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: 23.9B vs. HWMZX (453M). JVMRX pays higher dividends than HWMZX: JVMRX (0.93) vs HWMZX (0.38). HWMZX was incepted earlier than JVMRX: HWMZX (5 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. HWMZX (35.00). HWMZX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 22.45 vs. HWMZX (18.12). HWMZX return over 5 years is better than : 100.62 vs. JVMRX (51.27).
| HWMZX | JVMRX | HWMZX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 8.171 | 14.510 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 453M | 23.9B | 2% |
| Annual Yield % from dividends | 0.38 | 0.93 | 41% |
| Returns for 1 year | 18.12 | 22.45 | 81% |
| Returns for 3 years | 34.13 | 10.30 | 331% |
| Returns for 5 years | 100.62 | 51.27 | 196% |
| Returns for 10 years | N/A | 79.76 | - |
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