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HWMZX vs JVMRX
HWMZX vs JVMRX Comparison
Open Charts HWMZX vs JVMRX
Hotchkis & Wiley Mid Cap Value Z
Price$61.15
Change+$3.58 (+6.22%)
VolumeN/A
Net Assets393.04M
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change-$0.82 (-2.76%)
VolumeN/A
Net Assets24.73B
HWMZX vs JVMRX Comparison Chart in %
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HWMZX vs. JVMRX commentary
Feb 04, 2026
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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. HWMZX (393M). HWMZX pays higher dividends than JVMRX: HWMZX (1.52) vs JVMRX (0.82). 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 : 11.51 vs. JVMRX (5.07). HWMZX return over 5 years is better than : 77.34 vs. JVMRX (23.56).
| 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 | 4.943 | 5.208 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 24.7B | 2% |
| Annual Yield % from dividends | 1.52 | 0.82 | 185% |
| Returns for 1 year | 11.51 | 5.07 | 227% |
| Returns for 3 years | 26.31 | 12.07 | 218% |
| Returns for 5 years | 77.34 | 23.56 | 328% |
| Returns for 10 years | N/A | 80.03 | - |
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