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HWAIX vs JVMIX
HWAIX vs JVMIX Comparison
Open Charts HWAIX vs JVMIX
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.
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).
| 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 | 9.178 | 8.423 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 740M | 22.6B | 3% |
| Annual Yield % from dividends | 1.12 | 0.78 | 144% |
| Returns for 1 year | 6.44 | 3.45 | 187% |
| Returns for 3 years | 42.19 | 23.84 | 177% |
| Returns for 5 years | 91.29 | 62.76 | 145% |
| Returns for 10 years | 58.10 | 48.34 | 120% |
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