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HWMZX vs JVMIX
HWMZX vs JVMIX Comparison
Open Charts HWMZX vs JVMIX
Hotchkis & Wiley Mid Cap Value Z
Price$55.07
Change-$0.31 (-0.56%)
VolumeN/A
Net Assets378.74M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
HWMZX vs JVMIX Comparison Chart in %
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HWMZX vs. JVMIX commentary
Aug 18, 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. HWMZX (379M). HWMZX pays higher dividends than JVMIX: HWMZX (1.31) vs JVMIX (0.76). HWMZX was incepted earlier than JVMIX: HWMZX (6 years) vs JVMIX (28 years). HWMZX (0.88) and JVMIX (0.88) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 49.00 vs. HWMZX (28.00). JVMIX has a lower initial minimum investment than HWMZX: JVMIX (250000) vs HWMZX (1000000). JVMIX annual gain was more profitable for investors over the last year : 0.76 vs. HWMZX (0.43). HWMZX return over 5 years is better than : 135.76 vs. JVMIX (50.10).
| HWMZX | JVMIX | HWMZX / JVMIX | |
| Total Expense Ratio | 0.88 | 0.87 | 101% |
| Annual Report Gross Expense Ratio | 0.88 | 0.88 | 100% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | 0.474 | 8.980 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 23.6B | 2% |
| Annual Yield % from dividends | 1.31 | 0.76 | 171% |
| Returns for 1 year | 0.43 | 0.76 | 56% |
| Returns for 3 years | 22.76 | 11.90 | 191% |
| Returns for 5 years | 135.76 | 50.10 | 271% |
| Returns for 10 years | N/A | 45.29 | - |
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