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HWAIX vs JVMRX
HWAIX vs JVMRX Comparison
Open Charts HWAIX vs JVMRX
Hotchkis & Wiley Value Opps Instl
Price$41.13
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets742.46M
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
HWAIX vs JVMRX Comparison Chart in %
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HWAIX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. HWAIX (742M). HWAIX pays higher dividends than JVMRX: HWAIX (1.12) vs JVMRX (0.86). HWAIX was incepted earlier than JVMRX: HWAIX (23 years) vs JVMRX (14 years). HWAIX (0.95) is less costly to investors than JVMRX (0.76). HWAIX is a more actively managed with annual turnover of: 71.00 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 : 5.80 vs. JVMRX (0.87). HWAIX return over 5 years is better than : 78.91 vs. JVMRX (50.62).
| HWAIX | JVMRX | HWAIX / JVMRX | |
| Total Expense Ratio | 0.95 | 0.75 | 127% |
| Annual Report Gross Expense Ratio | 0.95 | 0.76 | 125% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 10.062 | 9.057 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 742M | 23.6B | 3% |
| Annual Yield % from dividends | 1.12 | 0.86 | 129% |
| Returns for 1 year | 5.80 | 0.87 | 669% |
| Returns for 3 years | 24.49 | 12.17 | 201% |
| Returns for 5 years | 78.91 | 50.62 | 156% |
| Returns for 10 years | 61.44 | 46.16 | 133% |
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