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HWAIX vs JVMIX
HWAIX vs JVMIX Comparison
Open Charts HWAIX vs JVMIX
Hotchkis & Wiley Value Opps Instl
Price$42.27
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets769.27M
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
HWAIX vs JVMIX Comparison Chart in %
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HWAIX vs. JVMIX commentary
Sep 09, 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. HWAIX (769M). HWAIX pays higher dividends than JVMIX: HWAIX (1.07) vs JVMIX (0.74). HWAIX was incepted earlier than JVMIX: HWAIX (23 years) vs JVMIX (28 years). HWAIX (0.95) is less costly to investors than JVMIX (0.86). 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 : 8.18 vs. JVMIX (4.56). HWAIX return over 5 years is better than : 84.17 vs. JVMIX (56.64).
| HWAIX | JVMIX | HWAIX / JVMIX | |
| Total Expense Ratio | 0.95 | 0.85 | 112% |
| Annual Report Gross Expense Ratio | 0.95 | 0.86 | 110% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 13.112 | 12.245 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 769M | 24.3B | 3% |
| Annual Yield % from dividends | 1.07 | 0.74 | 143% |
| Returns for 1 year | 8.18 | 4.56 | 179% |
| Returns for 3 years | 32.17 | 19.78 | 163% |
| Returns for 5 years | 84.17 | 56.64 | 149% |
| Returns for 10 years | 71.80 | 59.45 | 121% |
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