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HWAIX vs JVMTX
HWAIX vs JVMTX Comparison
Open Charts HWAIX vs JVMTX
Hotchkis & Wiley Value Opps Instl
Price$39.57
Change-$0.50 (-1.25%)
VolumeN/A
Net Assets709.09M
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
HWAIX vs JVMTX Comparison Chart
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HWAIX vs. JVMTX commentary
Jun 16, 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 StrongBuy and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. HWAIX (709M). HWAIX pays higher dividends than JVMTX: HWAIX (1.15) vs JVMTX (0.67). HWAIX was incepted earlier than JVMTX: HWAIX (22 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than HWAIX (0.95). HWAIX is a more actively managed with annual turnover of: 71.00 vs. JVMTX (47.00). 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 : 4.60 vs. JVMTX (-3.01). HWAIX return over 5 years is better than : 83.65 vs. JVMTX (51.48).
| HWAIX | JVMTX | HWAIX / JVMTX | |
| Total Expense Ratio | 0.95 | 1.00 | 95% |
| Annual Report Gross Expense Ratio | 0.95 | 1.11 | 86% |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | 5.887 | 2.453 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 709M | 21.5B | 3% |
| Annual Yield % from dividends | 1.15 | 0.67 | 172% |
| Returns for 1 year | 4.60 | -3.01 | -153% |
| Returns for 3 years | 33.05 | 16.50 | 200% |
| Returns for 5 years | 83.65 | 51.48 | 163% |
| Returns for 10 years | 49.51 | 35.66 | 139% |
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