Interact to see
Advertisement
Advertisement
HIMVX vs JVMAX
HIMVX vs JVMAX Comparison
Open Charts HIMVX vs JVMAX
HIMVX vs JVMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HIMVX vs. JVMAX commentary
Jun 24, 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: 22.9B vs. HIMVX (444M). HIMVX pays higher dividends than JVMAX: HIMVX (0.83) vs JVMAX (0.52). 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 : 25.39 vs. JVMAX (6.65). HIMVX return over 5 years is better than : 34.14 vs. JVMAX (7.37).
| 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 | 17.150 | 9.042 | 190% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 22.9B | 2% |
| Annual Yield % from dividends | 0.83 | 0.52 | 161% |
| Returns for 1 year | 25.39 | 6.65 | 382% |
| Returns for 3 years | 45.72 | 19.46 | 235% |
| Returns for 5 years | 34.14 | 7.37 | 463% |
| Returns for 10 years | 83.11 | 57.26 | 145% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement