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HWAIX vs JVMIX
HWAIX vs JVMIX Comparison
Open Charts HWAIX vs JVMIX
Hotchkis & Wiley Value Opps Instl
Price$40.97
Change+$0.24 (+0.59%)
VolumeN/A
Net Assets743.15M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
HWAIX vs JVMIX Comparison Chart in %
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HWAIX vs. JVMIX 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 HWAIX is a Hold and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. HWAIX (743M). HWAIX pays higher dividends than JVMIX: HWAIX (1.12) vs JVMIX (0.78). HWAIX was incepted earlier than JVMIX: HWAIX (23 years) vs JVMIX (28 years). HWAIX (0.95) is less costly to investors than JVMIX (0.88). HWAIX is a more actively managed with annual turnover of: 71.00 vs. JVMIX (49.00). HWAIX (250000) and JVMIX (250000) have matching initial minimum investment requirements. HWAIX annual gain was more profitable for investors over the last year : 5.25 vs. JVMIX (1.20). HWAIX return over 5 years is better than : 87.44 vs. JVMIX (58.07).
| HWAIX | JVMIX | HWAIX / JVMIX | |
| Total Expense Ratio | 0.95 | 0.87 | 109% |
| Annual Report Gross Expense Ratio | 0.95 | 0.88 | 108% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 9.633 | 9.314 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 743M | 23.1B | 3% |
| Annual Yield % from dividends | 1.12 | 0.78 | 144% |
| Returns for 1 year | 5.25 | 1.20 | 436% |
| Returns for 3 years | 36.06 | 21.47 | 168% |
| Returns for 5 years | 87.44 | 58.07 | 151% |
| Returns for 10 years | 60.14 | 50.28 | 120% |
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