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HAMVX vs JVMAX
HAMVX vs JVMAX Comparison
Open Charts HAMVX vs JVMAX
HAMVX vs JVMAX Comparison Chart in %
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HAMVX vs. JVMAX commentary
Aug 06, 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 HAMVX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.7B vs. HAMVX (464M). HAMVX pays higher dividends than JVMAX: HAMVX (1.07) vs JVMAX (0.48). HAMVX was incepted earlier than JVMAX: HAMVX (24 years) vs JVMAX (29 years). JVMAX (1.11) is less costly to investors than HAMVX (0.90). JVMAX is a more actively managed with annual turnover of: 48.00 vs. HAMVX (20.00). JVMAX has a lower initial minimum investment than HAMVX: JVMAX (1000) vs HAMVX (50000). HAMVX annual gain was more profitable for investors over the last year : 30.49 vs. JVMAX (8.19). HAMVX return over 5 years is better than : 46.49 vs. JVMAX (13.55).
| HAMVX | JVMAX | HAMVX / JVMAX | |
| Total Expense Ratio | 0.85 | 1.10 | 77% |
| Annual Report Gross Expense Ratio | 0.90 | 1.11 | 81% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 24.836 | 14.668 | 169% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 23.7B | 2% |
| Annual Yield % from dividends | 1.07 | 0.48 | 221% |
| Returns for 1 year | 30.49 | 8.19 | 372% |
| Returns for 3 years | 46.18 | 18.88 | 245% |
| Returns for 5 years | 46.49 | 13.55 | 343% |
| Returns for 10 years | 83.85 | 53.30 | 157% |
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