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HWMZX vs JVMRX
HWMZX vs JVMRX Comparison
Open Charts HWMZX vs JVMRX
Hotchkis & Wiley Mid Cap Value Z
Price$58.98
Change+$0.93 (+1.60%)
VolumeN/A
Net Assets379.78M
JHancock Disciplined Value Mid Cap R6
Price$30.36
Change+$0.28 (+0.93%)
VolumeN/A
Net Assets24.51B
HWMZX vs JVMRX Comparison Chart in %
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HWMZX vs. JVMRX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.5B vs. HWMZX (380M). 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 : 0.28 vs. JVMRX (-5.80). HWMZX return over 5 years is better than : 95.28 vs. JVMRX (33.99).
| 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 | 6.130 | 12.138 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 24.5B | 2% |
| Annual Yield % from dividends | 1.22 | 0.83 | 146% |
| Returns for 1 year | 0.28 | -5.80 | -5% |
| Returns for 3 years | 25.17 | 14.73 | 171% |
| Returns for 5 years | 95.28 | 33.99 | 280% |
| Returns for 10 years | N/A | 51.15 | - |
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