HWAIX
Price
$41.13
Change
+$0.06 (+0.15%)
Updated
Aug 15 closing price
Net Assets
742.46M
JVMIX
Price
$29.37
Change
-$0.23 (-0.78%)
Updated
Aug 15 closing price
Net Assets
23.59B
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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$41.13
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets742.46M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
HWAIX vs JVMIX Comparison Chart in %
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HWAIX vs. JVMIX commentary
Aug 18, 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.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. HWAIX (742M). HWAIX pays higher dividends than JVMIX: HWAIX (1.12) vs JVMIX (0.76). 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 : 5.80 vs. JVMIX (0.76). HWAIX return over 5 years is better than : 78.91 vs. JVMIX (50.10).
HWAIXJVMIXHWAIX / JVMIX
Total Expense Ratio0.950.87109%
Annual Report Gross Expense Ratio0.950.88108%
Fund Existence23 years28 years-
Gain YTD10.0628.980112%
Front LoadN/AN/A-
Min. Initial Investment250000250000100%
Min. Initial Investment IRAN/AN/A-
Net Assets742M23.6B3%
Annual Yield % from dividends1.120.76146%
Returns for 1 year5.800.76765%
Returns for 3 years24.4911.90206%
Returns for 5 years78.9150.10157%
Returns for 10 years61.4445.29136%
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