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HWMZX vs JVMRX
HWMZX vs JVMRX Comparison
Open Charts HWMZX vs JVMRX
Hotchkis & Wiley Mid Cap Value Z
Price$57.48
Change+$1.08 (+1.91%)
VolumeN/A
Net Assets369.32M
JHancock Disciplined Value Mid Cap R6
Price$29.74
Change+$0.35 (+1.19%)
VolumeN/A
Net Assets23.66B
HWMZX vs JVMRX Comparison Chart in %
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HWMZX vs. JVMRX commentary
Oct 15, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. HWMZX (369M). HWMZX pays higher dividends than JVMRX: HWMZX (1.23) 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 (31.00). HWMZX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. HWMZX annual gain was more profitable for investors over the last year : -0.81 vs. JVMRX (-4.95). HWMZX return over 5 years is better than : 138.08 vs. JVMRX (46.93).
| 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 | 2.901 | 9.094 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 23.7B | 2% |
| Annual Yield % from dividends | 1.23 | 0.84 | 147% |
| Returns for 1 year | -0.81 | -4.95 | 16% |
| Returns for 3 years | 40.44 | 29.52 | 137% |
| Returns for 5 years | 138.08 | 46.93 | 294% |
| Returns for 10 years | N/A | 51.22 | - |
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