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HWMZX vs JVMSX
HWMZX vs JVMSX Comparison
Open Charts HWMZX vs JVMSX
Hotchkis & Wiley Mid Cap Value Z
Price$57.39
Change+$0.60 (+1.06%)
VolumeN/A
Net Assets391.28M
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.3B
HWMZX vs JVMSX Comparison Chart in %
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HWMZX vs. JVMSX commentary
Sep 07, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. HWMZX (391M). HWMZX pays higher dividends than JVMSX: HWMZX (1.24) vs JVMSX (0.40). HWMZX was incepted earlier than JVMSX: HWMZX (6 years) vs JVMSX (14 years). JVMSX (1.25) 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). HWMZX annual gain was more profitable for investors over the last year : 4.59 vs. JVMSX (2.39). HWMZX return over 5 years is better than : 151.53 vs. JVMSX (52.66).
| HWMZX | JVMSX | HWMZX / JVMSX | |
| Total Expense Ratio | 0.88 | 1.24 | 71% |
| Annual Report Gross Expense Ratio | 0.88 | 1.25 | 70% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 4.543 | 11.637 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 24.3B | 2% |
| Annual Yield % from dividends | 1.24 | 0.40 | 309% |
| Returns for 1 year | 4.59 | 2.39 | 192% |
| Returns for 3 years | 37.24 | 23.81 | 156% |
| Returns for 5 years | 151.53 | 52.66 | 288% |
| Returns for 10 years | N/A | 54.48 | - |
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