HIMVX
Price
$33.30
Change
+$0.01 (+0.03%)
Updated
Jul 13 closing price
Net Assets
447.45M
JVMAX
Price
$28.79
Change
+$0.02 (+0.07%)
Updated
Jul 13 closing price
Net Assets
23.28B
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HIMVX vs JVMAX

HIMVX vs JVMAX Comparison Chart in %
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HIMVX vs. JVMAX commentary
Jul 14, 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 HIMVX is a Buy and JVMAX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.3B vs. HIMVX (447M). HIMVX pays higher dividends than JVMAX: HIMVX (0.80) vs JVMAX (0.50). HIMVX was incepted earlier than JVMAX: HIMVX (24 years) vs JVMAX (29 years). HIMVX (1.24) is less costly to investors than JVMAX (1.11). JVMAX is a more actively managed with annual turnover of: 48.00 vs. HIMVX (20.00). JVMAX has a lower initial minimum investment than HIMVX: JVMAX (1000) vs HIMVX (2500). HIMVX annual gain was more profitable for investors over the last year : 24.00 vs. JVMAX (5.41). HIMVX return over 5 years is better than : 40.56 vs. JVMAX (10.76).
HIMVXJVMAXHIMVX / JVMAX
Total Expense Ratio1.191.10108%
Annual Report Gross Expense Ratio1.241.11112%
Fund Existence24 years29 years-
Gain YTD20.70311.641178%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets447M23.3B2%
Annual Yield % from dividends0.800.50162%
Returns for 1 year24.005.41443%
Returns for 3 years41.5415.47269%
Returns for 5 years40.5610.76377%
Returns for 10 years77.4051.68150%
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