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HIMVX vs JVMAX
HIMVX vs JVMAX Comparison
Open Charts HIMVX vs JVMAX
HIMVX vs JVMAX Comparison Chart in %
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HIMVX vs. JVMAX commentary
Aug 23, 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 Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.1B vs. HIMVX (477M). HIMVX pays higher dividends than JVMAX: HIMVX (0.78) vs JVMAX (0.48). 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 : 26.17 vs. JVMAX (9.78). HIMVX return over 5 years is better than : 45.84 vs. JVMAX (17.02).
| HIMVX | JVMAX | HIMVX / JVMAX | |
| Total Expense Ratio | 1.19 | 1.10 | 108% |
| Annual Report Gross Expense Ratio | 1.24 | 1.11 | 112% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 25.489 | 17.152 | 149% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 24.1B | 2% |
| Annual Yield % from dividends | 0.78 | 0.48 | 161% |
| Returns for 1 year | 26.17 | 9.78 | 268% |
| Returns for 3 years | 52.04 | 25.36 | 205% |
| Returns for 5 years | 45.84 | 17.02 | 269% |
| Returns for 10 years | 80.45 | 55.69 | 144% |
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