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HWAIX vs JVMTX
HWAIX vs JVMTX Comparison
Open Charts HWAIX vs JVMTX
Hotchkis & Wiley Value Opps Instl
Price$42.19
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets818.7M
JHancock Disciplined Value Mid Cap R4
Price$28.75
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
HWAIX vs JVMTX Comparison Chart in %
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HWAIX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. HWAIX (819M). HWAIX pays higher dividends than JVMTX: HWAIX (1.10) vs JVMTX (0.62). 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 : 11.85 vs. JVMTX (6.04). HWAIX return over 5 years is better than : 38.13 vs. JVMTX (21.31).
| 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 | 2.229 | 4.812 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 819M | 24.7B | 3% |
| Annual Yield % from dividends | 1.10 | 0.62 | 177% |
| Returns for 1 year | 11.85 | 6.04 | 196% |
| Returns for 3 years | 27.21 | 14.24 | 191% |
| Returns for 5 years | 38.13 | 21.31 | 179% |
| Returns for 10 years | 126.16 | 73.13 | 173% |
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