HWMZX
Price
$55.68
Change
-$0.28 (-0.50%)
Updated
Nov 19 closing price
Net Assets
361.67M
JVMRX
Price
$29.04
Change
-$0.03 (-0.10%)
Updated
Nov 19 closing price
Net Assets
23.48B
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HWMZX vs JVMRX

Header iconHWMZX vs JVMRX Comparison
Open Charts HWMZX vs JVMRXBanner chart's image
Hotchkis & Wiley Mid Cap Value Z
Price$55.68
Change-$0.28 (-0.50%)
VolumeN/A
Net Assets361.67M
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
HWMZX vs JVMRX Comparison Chart in %
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HWMZX vs. JVMRX commentary
Nov 20, 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.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. HWMZX (362M). HWMZX pays higher dividends than JVMRX: HWMZX (1.25) vs JVMRX (0.85). 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 : -0.16 vs. JVMRX (-6.35). HWMZX return over 5 years is better than : 101.64 vs. JVMRX (33.25).
HWMZXJVMRXHWMZX / JVMRX
Total Expense Ratio0.880.74119%
Annual Report Gross Expense Ratio0.880.75117%
Fund Existence6 years14 years-
Gain YTD2.0987.90627%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets362M23.5B2%
Annual Yield % from dividends1.250.85146%
Returns for 1 year-0.16-6.353%
Returns for 3 years22.8012.97176%
Returns for 5 years101.6433.25306%
Returns for 10 yearsN/A46.00-
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