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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
Sep 05, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. HAMVX (493M). HAMVX pays higher dividends than JVMRX: HAMVX (1.06) vs JVMRX (0.74). HAMVX was incepted earlier than JVMRX: HAMVX (25 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 : 22.91 vs. JVMRX (7.10). HAMVX return over 5 years is better than : 45.38 vs. JVMRX (17.50).
| HAMVX | JVMRX | HAMVX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.74 | 115% |
| Annual Report Gross Expense Ratio | 0.90 | 0.75 | 120% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 26.545 | 16.715 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 493M | 23.9B | 2% |
| Annual Yield % from dividends | 1.06 | 0.74 | 142% |
| Returns for 1 year | 22.91 | 7.10 | 323% |
| Returns for 3 years | 52.29 | 25.23 | 207% |
| Returns for 5 years | 45.38 | 17.50 | 259% |
| Returns for 10 years | 83.73 | 61.26 | 137% |
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