HWAIX
Price
$40.80
Change
+$0.17 (+0.42%)
Updated
Jul 3 closing price
Net Assets
740.25M
JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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HWAIX vs JVMIX

Header iconHWAIX vs JVMIX Comparison
Open Charts HWAIX vs JVMIXBanner chart's image
Hotchkis & Wiley Value Opps Instl
Price$40.80
Change+$0.17 (+0.42%)
VolumeN/A
Net Assets740.25M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
HWAIX vs JVMIX Comparison Chart in %
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HWAIX vs. JVMIX commentary
Jul 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 HWAIX is a Buy and JVMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. HWAIX (740M). 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 (47.00). HWAIX (250000) and JVMIX (250000) have matching initial minimum investment requirements. HWAIX annual gain was more profitable for investors over the last year : 6.44 vs. JVMIX (3.45). HWAIX return over 5 years is better than : 91.29 vs. JVMIX (62.76).
HWAIXJVMIXHWAIX / JVMIX
Total Expense Ratio0.950.87109%
Annual Report Gross Expense Ratio0.950.88108%
Fund Existence23 years28 years-
Gain YTD9.1788.423109%
Front LoadN/AN/A-
Min. Initial Investment250000250000100%
Min. Initial Investment IRAN/AN/A-
Net Assets740M22.6B3%
Annual Yield % from dividends1.120.78144%
Returns for 1 year6.443.45187%
Returns for 3 years42.1923.84177%
Returns for 5 years91.2962.76145%
Returns for 10 years58.1048.34120%
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