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HWAIX vs JVMTX
HWAIX vs JVMTX Comparison
Open Charts HWAIX vs JVMTX
Hotchkis & Wiley Value Opps Instl
Price$41.76
Change-$0.30 (-0.71%)
VolumeN/A
Net Assets816.67M
JHancock Disciplined Value Mid Cap R4
Price$30.56
Change-$0.21 (-0.68%)
VolumeN/A
Net Assets24.75B
HWAIX vs JVMTX Comparison Chart in %
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HWAIX vs. JVMTX commentary
Dec 14, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. HWAIX (817M). HWAIX pays higher dividends than JVMTX: HWAIX (1.08) vs JVMTX (0.61). HWAIX was incepted earlier than JVMTX: HWAIX (23 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than HWAIX (0.97). HWAIX is a more actively managed with annual turnover of: 78.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than HWAIX: JVMTX (0) vs HWAIX (250000). HWAIX annual gain was more profitable for investors over the last year : 7.74 vs. JVMTX (-1.92). HWAIX return over 5 years is better than : 50.24 vs. JVMTX (35.45).
| HWAIX | JVMTX | HWAIX / JVMTX | |
| Total Expense Ratio | 0.97 | 0.99 | 98% |
| Annual Report Gross Expense Ratio | 0.97 | 1.10 | 88% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 12.550 | 14.344 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 817M | 24.7B | 3% |
| Annual Yield % from dividends | 1.08 | 0.61 | 175% |
| Returns for 1 year | 7.74 | -1.92 | -402% |
| Returns for 3 years | 32.61 | 19.34 | 169% |
| Returns for 5 years | 50.24 | 35.45 | 142% |
| Returns for 10 years | 108.19 | 59.34 | 182% |
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