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HWMZX vs JVMRX
HWMZX vs JVMRX Comparison
Open Charts HWMZX vs JVMRX
Hotchkis & Wiley Mid Cap Value Z
Price$55.63
Change+$0.22 (+0.40%)
VolumeN/A
Net Assets384.64M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
HWMZX vs JVMRX Comparison Chart in %
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HWMZX vs. JVMRX commentary
Jul 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. HWMZX (385M). HWMZX pays higher dividends than JVMRX: HWMZX (1.32) vs JVMRX (0.88). HWMZX was incepted earlier than JVMRX: HWMZX (6 years) vs JVMRX (14 years). HWMZX (0.88) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. HWMZX (28.00). HWMZX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 1.28 vs. HWMZX (-0.73). HWMZX return over 5 years is better than : 154.89 vs. JVMRX (58.56).
| HWMZX | JVMRX | HWMZX / JVMRX | |
| Total Expense Ratio | 0.88 | 0.75 | 117% |
| Annual Report Gross Expense Ratio | 0.88 | 0.76 | 116% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 1.496 | 9.354 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 385M | 23.1B | 2% |
| Annual Yield % from dividends | 1.32 | 0.88 | 150% |
| Returns for 1 year | -0.73 | 1.28 | -57% |
| Returns for 3 years | 35.11 | 21.72 | 162% |
| Returns for 5 years | 154.89 | 58.56 | 265% |
| Returns for 10 years | N/A | 51.14 | - |
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