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HAMVX vs JVMTX
HAMVX vs JVMTX Comparison
Open Charts HAMVX vs JVMTX
HAMVX vs JVMTX Comparison Chart in %
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HAMVX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. HAMVX (493M). HAMVX pays higher dividends than JVMTX: HAMVX (1.06) vs JVMTX (0.54). HAMVX was incepted earlier than JVMTX: HAMVX (25 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than HAMVX (0.90). JVMTX is a more actively managed with annual turnover of: 48.00 vs. HAMVX (20.00). JVMTX has a lower initial minimum investment than HAMVX: JVMTX (0) vs HAMVX (50000). HAMVX annual gain was more profitable for investors over the last year : 22.91 vs. JVMTX (6.83). HAMVX return over 5 years is better than : 45.38 vs. JVMTX (16.32).
| HAMVX | JVMTX | HAMVX / JVMTX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.90 | 1.10 | 82% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 26.545 | 16.515 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 493M | 23.9B | 2% |
| Annual Yield % from dividends | 1.06 | 0.54 | 196% |
| Returns for 1 year | 22.91 | 6.83 | 335% |
| Returns for 3 years | 52.29 | 24.29 | 215% |
| Returns for 5 years | 45.38 | 16.32 | 278% |
| Returns for 10 years | 83.73 | 58.45 | 143% |
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