HWAIX
Price
$42.19
Change
+$0.02 (+0.05%)
Updated
Jan 14 closing price
Net Assets
818.7M
JVMRX
Price
$28.79
Change
+$0.15 (+0.52%)
Updated
Jan 14 closing price
Net Assets
24.68B
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HWAIX vs JVMRX

Header iconHWAIX vs JVMRX Comparison
Open Charts HWAIX vs JVMRXBanner chart's image
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.

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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).
HWAIXJVMRXHWAIX / JVMRX
Total Expense Ratio0.970.74131%
Annual Report Gross Expense Ratio0.970.75129%
Fund Existence23 years14 years-
Gain YTD2.2294.84346%
Front LoadN/AN/A-
Min. Initial Investment250000100000025%
Min. Initial Investment IRAN/AN/A-
Net Assets819M24.7B3%
Annual Yield % from dividends1.100.85128%
Returns for 1 year11.856.31188%
Returns for 3 years27.2115.11180%
Returns for 5 years38.1322.57169%
Returns for 10 years126.1676.30165%
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