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HWAIX vs JVMTX
HWAIX vs JVMTX Comparison
Open Charts HWAIX vs JVMTX
Hotchkis & Wiley Value Opps Instl
Price$37.44
Change+$0.38 (+1.03%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.16
Change+$0.33 (+1.11%)
VolumeN/A
CapitalizationN/A
HWAIX vs JVMTX Comparison Chart
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HWAIX vs. JVMTX commentary
Dec 23, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.3B vs. HWAIX (655M). HWAIX pays higher dividends than JVMTX: HWAIX (0.90) vs JVMTX (0.73). HWAIX was incepted earlier than JVMTX: HWAIX (22 years) vs JVMTX (11 years). HWAIX is a more actively managed with annual turnover of: 88.00 vs. JVMTX (41.00). JVMTX has a lower initial minimum investment than HWAIX: JVMTX (0) vs HWAIX (250000). JVMTX annual gain was more profitable for investors over the last year : 11.85 vs. HWAIX (4.20). HWAIX (38.43) and JVMTX (38.08) have equivalent 5 years return.
| HWAIX | JVMTX | HWAIX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 3.180 | 11.074 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 20.3B | 3% |
| Annual Yield % from dividends | 0.90 | 0.73 | 124% |
| Returns for 1 year | 4.20 | 11.85 | 35% |
| Returns for 3 years | 11.12 | 14.48 | 77% |
| Returns for 5 years | 38.43 | 38.08 | 101% |
| Returns for 10 years | 51.34 | 55.25 | 93% |
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