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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
Jun 26, 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 Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23B vs. HAMVX (446M). HAMVX pays higher dividends than JVMAX: HAMVX (1.14) vs JVMAX (0.52). 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 : 27.57 vs. JVMAX (7.39). HAMVX return over 5 years is better than : 36.58 vs. JVMAX (6.91).
| 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 | 18.836 | 9.585 | 197% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 446M | 23B | 2% |
| Annual Yield % from dividends | 1.14 | 0.52 | 221% |
| Returns for 1 year | 27.57 | 7.39 | 373% |
| Returns for 3 years | 47.79 | 18.96 | 252% |
| Returns for 5 years | 36.58 | 6.91 | 530% |
| Returns for 10 years | 94.35 | 63.14 | 149% |
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