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HWMZX vs JVMRX
HWMZX vs JVMRX Comparison
Open Charts HWMZX vs JVMRX
Hotchkis & Wiley Mid Cap Value Z
Price$58.90
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets383.17M
JHancock Disciplined Value Mid Cap R6
Price$27.90
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
HWMZX vs JVMRX Comparison Chart in %
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HWMZX vs. JVMRX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. HWMZX (383M). HWMZX pays higher dividends than JVMRX: HWMZX (1.22) vs JVMRX (0.83). 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 : 7.50 vs. JVMRX (2.35). HWMZX return over 5 years is better than : 90.00 vs. JVMRX (24.33).
| 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 | 7.462 | 3.563 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 23.9B | 2% |
| Annual Yield % from dividends | 1.22 | 0.83 | 146% |
| Returns for 1 year | 7.50 | 2.35 | 320% |
| Returns for 3 years | 33.67 | 16.55 | 203% |
| Returns for 5 years | 90.00 | 24.33 | 370% |
| Returns for 10 years | N/A | 51.02 | - |
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