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HWAIX vs JVMRX
HWAIX vs JVMRX Comparison
Open Charts HWAIX vs JVMRX
Hotchkis & Wiley Value Opps Instl
Price$42.19
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets818.7M
JHancock Disciplined Value Mid Cap R6
Price$28.79
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
HWAIX vs JVMRX Comparison Chart in %
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HWAIX vs. JVMRX commentary
Jan 16, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. HWAIX (819M). HWAIX pays higher dividends than JVMRX: HWAIX (1.10) vs JVMRX (0.85). HWAIX was incepted earlier than JVMRX: HWAIX (23 years) vs JVMRX (14 years). HWAIX (0.97) is less costly to investors than JVMRX (0.75). HWAIX is a more actively managed with annual turnover of: 78.00 vs. JVMRX (49.00). HWAIX has a lower initial minimum investment than JVMRX: HWAIX (250000) vs JVMRX (1000000). HWAIX annual gain was more profitable for investors over the last year : 11.85 vs. JVMRX (6.31). HWAIX return over 5 years is better than : 38.13 vs. JVMRX (22.57).
| HWAIX | JVMRX | HWAIX / JVMRX | |
| Total Expense Ratio | 0.97 | 0.74 | 131% |
| Annual Report Gross Expense Ratio | 0.97 | 0.75 | 129% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 2.229 | 4.843 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 819M | 24.7B | 3% |
| Annual Yield % from dividends | 1.10 | 0.85 | 128% |
| Returns for 1 year | 11.85 | 6.31 | 188% |
| Returns for 3 years | 27.21 | 15.11 | 180% |
| Returns for 5 years | 38.13 | 22.57 | 169% |
| Returns for 10 years | 126.16 | 76.30 | 165% |
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