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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 03, 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.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.6B vs. HIMVX (460M). 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 : 29.04 vs. JVMAX (7.92). HIMVX return over 5 years is better than : 42.70 vs. JVMAX (12.59).
| 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 | 23.387 | 14.086 | 166% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 23.6B | 2% |
| Annual Yield % from dividends | 0.78 | 0.48 | 161% |
| Returns for 1 year | 29.04 | 7.92 | 367% |
| Returns for 3 years | 41.25 | 16.53 | 250% |
| Returns for 5 years | 42.70 | 12.59 | 339% |
| Returns for 10 years | 83.09 | 55.40 | 150% |
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