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HWMZX vs JVMRX
HWMZX vs JVMRX Comparison
Open Charts HWMZX vs JVMRX
Hotchkis & Wiley Mid Cap Value Z
Price$56.89
Change-$0.31 (-0.54%)
VolumeN/A
Net Assets370.38M
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
HWMZX vs JVMRX Comparison Chart in %
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HWMZX vs. JVMRX commentary
Nov 14, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. HWMZX (370M). HWMZX pays higher dividends than JVMRX: HWMZX (1.25) vs JVMRX (0.85). 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 : 1.10 vs. JVMRX (-5.34). HWMZX return over 5 years is better than : 112.49 vs. JVMRX (38.63).
| 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 | 4.361 | 11.359 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 24.2B | 2% |
| Annual Yield % from dividends | 1.25 | 0.85 | 146% |
| Returns for 1 year | 1.10 | -5.34 | -21% |
| Returns for 3 years | 22.25 | 15.57 | 143% |
| Returns for 5 years | 112.49 | 38.63 | 291% |
| Returns for 10 years | N/A | 55.27 | - |
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