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HWMZX vs JVMTX
HWMZX vs JVMTX Comparison
Open Charts HWMZX vs JVMTX
Hotchkis & Wiley Mid Cap Value Z
Price$54.29
Change-$1.17 (-2.11%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$29.11
Change-$0.40 (-1.36%)
VolumeN/A
CapitalizationN/A
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HWMZX vs JVMTX Comparison Chart
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HWMZX vs. JVMTX commentary
Sep 08, 2024
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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.3B vs. HWMZX (430M). JVMTX pays higher dividends than HWMZX: JVMTX (0.73) vs HWMZX (0.38). HWMZX was incepted earlier than JVMTX: HWMZX (5 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. HWMZX (35.00). JVMTX has a lower initial minimum investment than HWMZX: JVMTX (0) vs HWMZX (1000000). JVMTX annual gain was more profitable for investors over the last year : 13.32 vs. HWMZX (11.25).
| HWMZX | JVMTX | HWMZX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 3.702 | 7.937 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 430M | 22.3B | 2% |
| Annual Yield % from dividends | 0.38 | 0.73 | 53% |
| Returns for 1 year | 11.25 | 13.32 | 84% |
| Returns for 3 years | 35.88 | 6.02 | 596% |
| Returns for 5 years | N/A | 41.51 | - |
| Returns for 10 years | N/A | 53.85 | - |