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HAMVX vs JVMSX
HAMVX vs JVMSX Comparison
Open Charts HAMVX vs JVMSX
HAMVX vs JVMSX Comparison Chart in %
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HAMVX vs. JVMSX commentary
Aug 07, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.1B vs. HAMVX (478M). HAMVX pays higher dividends than JVMSX: HAMVX (1.07) vs JVMSX (0.34). 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: 48.00 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 : 32.03 vs. JVMSX (10.27). HAMVX return over 5 years is better than : 46.89 vs. JVMSX (15.70).
| 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 | 26.545 | 16.331 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 24.1B | 2% |
| Annual Yield % from dividends | 1.07 | 0.34 | 314% |
| Returns for 1 year | 32.03 | 10.27 | 312% |
| Returns for 3 years | 48.18 | 21.57 | 223% |
| Returns for 5 years | 46.89 | 15.70 | 299% |
| Returns for 10 years | 86.37 | 57.99 | 149% |
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