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HWMZX vs JVMRX
HWMZX vs JVMRX Comparison
Open Charts HWMZX vs JVMRX
Hotchkis & Wiley Mid Cap Value Z
Price$54.34
Change+$0.35 (+0.65%)
VolumeN/A
Net Assets404.61M
JHancock Disciplined Value Mid Cap R6
Price$27.52
Change+$0.28 (+1.03%)
VolumeN/A
Net Assets22.5B
HWMZX vs JVMRX Comparison Chart
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HWMZX vs. JVMRX commentary
Mar 03, 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: 22.5B vs. HWMZX (405M). JVMRX pays higher dividends than HWMZX: JVMRX (0.93) vs HWMZX (0.38). HWMZX was incepted earlier than JVMRX: HWMZX (5 years) vs JVMRX (14 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. HWMZX annual gain was more profitable for investors over the last year : 5.24 vs. JVMRX (-2.54). HWMZX return over 5 years is better than : 117.06 vs. JVMRX (44.26).
| HWMZX | JVMRX | HWMZX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | -0.858 | 2.153 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 405M | 22.5B | 2% |
| Annual Yield % from dividends | 0.38 | 0.93 | 41% |
| Returns for 1 year | 5.24 | -2.54 | -207% |
| Returns for 3 years | 21.05 | 5.62 | 375% |
| Returns for 5 years | 117.06 | 44.26 | 264% |
| Returns for 10 years | N/A | 38.61 | - |
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