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HWAIX vs JVMRX
HWAIX vs JVMRX Comparison
Open Charts HWAIX vs JVMRX
Hotchkis & Wiley Value Opps Instl
Price$41.86
Change-$0.57 (-1.34%)
VolumeN/A
Net Assets832.34M
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change-$0.82 (-2.76%)
VolumeN/A
Net Assets24.73B
HWAIX vs JVMRX Comparison Chart in %
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HWAIX vs. JVMRX commentary
Feb 05, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. HWAIX (832M). HWAIX pays higher dividends than JVMRX: HWAIX (1.07) vs JVMRX (0.82). 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 : 8.81 vs. JVMRX (5.07). HWAIX return over 5 years is better than : 34.45 vs. JVMRX (23.56).
| 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 | 1.430 | 5.208 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832M | 24.7B | 3% |
| Annual Yield % from dividends | 1.07 | 0.82 | 131% |
| Returns for 1 year | 8.81 | 5.07 | 174% |
| Returns for 3 years | 21.76 | 12.07 | 180% |
| Returns for 5 years | 34.45 | 23.56 | 146% |
| Returns for 10 years | 125.70 | 80.03 | 157% |
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