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HWMZX vs JVMSX
HWMZX vs JVMSX Comparison
Open Charts HWMZX vs JVMSX
Hotchkis & Wiley Mid Cap Value Z
Price$55.63
Change+$0.22 (+0.40%)
VolumeN/A
Net Assets384.64M
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
HWMZX vs JVMSX Comparison Chart in %
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HWMZX vs. JVMSX 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. HWMZX (385M). HWMZX pays higher dividends than JVMSX: HWMZX (1.32) vs JVMSX (0.42). 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: 49.00 vs. HWMZX (28.00). JVMSX has a lower initial minimum investment than HWMZX: JVMSX (0) vs HWMZX (1000000). JVMSX annual gain was more profitable for investors over the last year : 0.75 vs. HWMZX (-0.73). HWMZX return over 5 years is better than : 154.89 vs. JVMSX (55.91).
| 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 | 1.496 | 9.064 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 385M | 23.1B | 2% |
| Annual Yield % from dividends | 1.32 | 0.42 | 316% |
| Returns for 1 year | -0.73 | 0.75 | -97% |
| Returns for 3 years | 35.11 | 20.42 | 172% |
| Returns for 5 years | 154.89 | 55.91 | 277% |
| Returns for 10 years | N/A | 46.42 | - |
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