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HAMVX vs JVMRX
HAMVX vs JVMRX Comparison
Open Charts HAMVX vs JVMRX
HAMVX vs JVMRX Comparison Chart in %
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HAMVX vs. JVMRX commentary
Jun 22, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. HAMVX (442M). HAMVX pays higher dividends than JVMRX: HAMVX (1.14) vs JVMRX (0.81). HAMVX was incepted earlier than JVMRX: HAMVX (24 years) vs JVMRX (15 years). HAMVX (0.90) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. HAMVX (20.00). HAMVX has a lower initial minimum investment than JVMRX: HAMVX (50000) vs JVMRX (1000000). HAMVX annual gain was more profitable for investors over the last year : 26.71 vs. JVMRX (8.50). HAMVX return over 5 years is better than : 39.77 vs. JVMRX (14.18).
| HAMVX | JVMRX | HAMVX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.74 | 115% |
| Annual Report Gross Expense Ratio | 0.90 | 0.75 | 120% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 16.945 | 8.922 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 442M | 22.9B | 2% |
| Annual Yield % from dividends | 1.14 | 0.81 | 141% |
| Returns for 1 year | 26.71 | 8.50 | 314% |
| Returns for 3 years | 39.87 | 17.35 | 230% |
| Returns for 5 years | 39.77 | 14.18 | 280% |
| Returns for 10 years | 79.98 | 60.22 | 133% |