Interact to see
Advertisement
Advertisement
HAMVX vs JVMSX
HAMVX vs JVMSX Comparison
Open Charts HAMVX vs JVMSX
HAMVX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HAMVX vs. JVMSX commentary
Jun 04, 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 StrongBuy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.5B vs. HAMVX (434M). HAMVX pays higher dividends than JVMSX: HAMVX (1.14) vs JVMSX (0.36). HAMVX was incepted earlier than JVMSX: HAMVX (24 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than HAMVX (0.90). JVMSX is a more actively managed with annual turnover of: 49.00 vs. HAMVX (20.00). JVMSX has a lower initial minimum investment than HAMVX: JVMSX (0) vs HAMVX (50000). HAMVX annual gain was more profitable for investors over the last year : 26.99 vs. JVMSX (6.60). HAMVX return over 5 years is better than : 29.25 vs. JVMSX (2.88).
| HAMVX | JVMSX | HAMVX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.90 | 1.25 | 72% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 16.109 | 6.005 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 434M | 22.5B | 2% |
| Annual Yield % from dividends | 1.14 | 0.36 | 313% |
| Returns for 1 year | 26.99 | 6.60 | 409% |
| Returns for 3 years | 48.19 | 18.57 | 260% |
| Returns for 5 years | 29.25 | 2.88 | 1,015% |
| Returns for 10 years | 77.50 | 49.24 | 157% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement