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HWMZX vs JVMRX
HWMZX vs JVMRX Comparison
Open Charts HWMZX vs JVMRX
Hotchkis & Wiley Mid Cap Value Z
Price$52.81
Change-$0.39 (-0.73%)
VolumeN/A
Net Assets369.62M
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.46B
HWMZX vs JVMRX Comparison Chart
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HWMZX vs. JVMRX commentary
Jun 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. HWMZX (370M). HWMZX pays higher dividends than JVMRX: HWMZX (1.40) vs JVMRX (0.91). 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: 47.00 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 : 0.73 vs. JVMRX (-2.76). HWMZX return over 5 years is better than : 143.35 vs. JVMRX (52.66).
| 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 | -3.649 | 2.524 | -145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 21.5B | 2% |
| Annual Yield % from dividends | 1.40 | 0.91 | 154% |
| Returns for 1 year | 0.73 | -2.76 | -27% |
| Returns for 3 years | 23.83 | 17.06 | 140% |
| Returns for 5 years | 143.35 | 52.66 | 272% |
| Returns for 10 years | N/A | 37.73 | - |
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