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HWMZX vs JVMRX
HWMZX vs JVMRX Comparison
Open Charts HWMZX vs JVMRX
Hotchkis & Wiley Mid Cap Value Z
Price$55.61
Change+$0.21 (+0.38%)
VolumeN/A
Net Assets393.09M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
HWMZX vs JVMRX Comparison Chart in %
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HWMZX vs. JVMRX commentary
Jul 06, 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: 22.6B vs. HWMZX (393M). HWMZX pays higher dividends than JVMRX: HWMZX (1.32) vs JVMRX (0.88). 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: 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 : 4.56 vs. JVMRX (3.59). HWMZX return over 5 years is better than : 167.09 vs. JVMRX (63.32).
| 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 | 1.460 | 8.500 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 22.6B | 2% |
| Annual Yield % from dividends | 1.32 | 0.88 | 150% |
| Returns for 1 year | 4.56 | 3.59 | 127% |
| Returns for 3 years | 37.33 | 24.14 | 155% |
| Returns for 5 years | 167.09 | 63.32 | 264% |
| Returns for 10 years | N/A | 49.30 | - |
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