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HWAIX vs JVMRX
HWAIX vs JVMRX Comparison
Open Charts HWAIX vs JVMRX
Hotchkis & Wiley Value Opps Instl
Price$42.27
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets769.27M
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.38B
HWAIX vs JVMRX Comparison Chart in %
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HWAIX vs. JVMRX commentary
Sep 09, 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: 24.4B vs. HWAIX (769M). HWAIX pays higher dividends than JVMRX: HWAIX (1.07) vs JVMRX (0.84). HWAIX was incepted earlier than JVMRX: HWAIX (23 years) vs JVMRX (14 years). HWAIX (0.95) is less costly to investors than JVMRX (0.75). 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 : 8.18 vs. JVMRX (4.67). HWAIX return over 5 years is better than : 84.17 vs. JVMRX (57.18).
| HWAIX | JVMRX | HWAIX / JVMRX | |
| Total Expense Ratio | 0.95 | 0.74 | 128% |
| Annual Report Gross Expense Ratio | 0.95 | 0.75 | 127% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 13.112 | 12.324 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 769M | 24.4B | 3% |
| Annual Yield % from dividends | 1.07 | 0.84 | 127% |
| Returns for 1 year | 8.18 | 4.67 | 175% |
| Returns for 3 years | 32.17 | 20.07 | 160% |
| Returns for 5 years | 84.17 | 57.18 | 147% |
| Returns for 10 years | 71.80 | 60.40 | 119% |
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