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HWAIX vs JVMTX
HWAIX vs JVMTX Comparison
Open Charts HWAIX vs JVMTX
Hotchkis & Wiley Value Opps Instl
Price$41.86
Change-$0.57 (-1.34%)
VolumeN/A
Net Assets832.34M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
HWAIX vs JVMTX Comparison Chart in %
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HWAIX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. HWAIX (832M). HWAIX pays higher dividends than JVMTX: HWAIX (1.07) vs JVMTX (0.60). HWAIX was incepted earlier than JVMTX: HWAIX (23 years) vs JVMTX (13 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 : 8.81 vs. JVMTX (4.79). HWAIX return over 5 years is better than : 34.45 vs. JVMTX (22.28).
| 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 | 13 years | - |
| Gain YTD | 1.430 | 5.177 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832M | 24.7B | 3% |
| Annual Yield % from dividends | 1.07 | 0.60 | 180% |
| Returns for 1 year | 8.81 | 4.79 | 184% |
| Returns for 3 years | 21.76 | 11.22 | 194% |
| Returns for 5 years | 34.45 | 22.28 | 155% |
| Returns for 10 years | 125.70 | 76.80 | 164% |
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