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HWMZX vs JVMSX
HWMZX vs JVMSX Comparison
Open Charts HWMZX vs JVMSX
Hotchkis & Wiley Mid Cap Value Z
Price$52.81
Change-$0.39 (-0.73%)
VolumeN/A
Net Assets369.62M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
HWMZX vs JVMSX Comparison Chart
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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. HWMZX (370M). HWMZX pays higher dividends than JVMSX: HWMZX (1.40) vs JVMSX (0.43). HWMZX was incepted earlier than JVMSX: HWMZX (6 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than HWMZX (0.88). JVMSX is a more actively managed with annual turnover of: 47.00 vs. HWMZX (28.00). JVMSX has a lower initial minimum investment than HWMZX: JVMSX (0) vs HWMZX (1000000). HWMZX annual gain was more profitable for investors over the last year : 0.73 vs. JVMSX (-3.29). HWMZX return over 5 years is better than : 143.35 vs. JVMSX (50.13).
| HWMZX | JVMSX | HWMZX / JVMSX | |
| Total Expense Ratio | 0.88 | 1.25 | 70% |
| Annual Report Gross Expense Ratio | 0.88 | 1.26 | 70% |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | -3.649 | 2.313 | -158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 21.5B | 2% |
| Annual Yield % from dividends | 1.40 | 0.43 | 323% |
| Returns for 1 year | 0.73 | -3.29 | -22% |
| Returns for 3 years | 23.83 | 15.80 | 151% |
| Returns for 5 years | 143.35 | 50.13 | 286% |
| Returns for 10 years | N/A | 33.43 | - |
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