Interact to see
Advertisement
Advertisement
HWAIX vs JVMIX
HWAIX vs JVMIX Comparison
Open Charts HWAIX vs JVMIX
Hotchkis & Wiley Value Opps Instl
Price$41.86
Change-$0.57 (-1.34%)
VolumeN/A
Net Assets832.34M
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
HWAIX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWAIX vs. JVMIX commentary
Feb 05, 2026
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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. HWAIX (832M). HWAIX pays higher dividends than JVMIX: HWAIX (1.07) vs JVMIX (0.72). HWAIX was incepted earlier than JVMIX: HWAIX (23 years) vs JVMIX (29 years). HWAIX (0.97) is less costly to investors than JVMIX (0.86). HWAIX is a more actively managed with annual turnover of: 78.00 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 : 8.81 vs. JVMIX (4.96). HWAIX return over 5 years is better than : 34.45 vs. JVMIX (23.04).
| HWAIX | JVMIX | HWAIX / JVMIX | |
| Total Expense Ratio | 0.97 | 0.85 | 114% |
| Annual Report Gross Expense Ratio | 0.97 | 0.86 | 113% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 1.430 | 5.206 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832M | 24.7B | 3% |
| Annual Yield % from dividends | 1.07 | 0.72 | 149% |
| Returns for 1 year | 8.81 | 4.96 | 178% |
| Returns for 3 years | 21.76 | 11.72 | 186% |
| Returns for 5 years | 34.45 | 23.04 | 150% |
| Returns for 10 years | 125.70 | 78.79 | 160% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers