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HIMVX vs JVMRX
HIMVX vs JVMRX Comparison
Open Charts HIMVX vs JVMRX
HIMVX vs JVMRX Comparison Chart in %
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HIMVX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. HIMVX (477M). HIMVX (0.78) and JVMRX (0.75) have matching dividends . HIMVX was incepted earlier than JVMRX: HIMVX (24 years) vs JVMRX (15 years). HIMVX (1.24) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. HIMVX (20.00). HIMVX has a lower initial minimum investment than JVMRX: HIMVX (2500) vs JVMRX (1000000). HIMVX annual gain was more profitable for investors over the last year : 26.17 vs. JVMRX (10.74). HIMVX return over 5 years is better than : 45.84 vs. JVMRX (20.84).
| HIMVX | JVMRX | HIMVX / JVMRX | |
| Total Expense Ratio | 1.19 | 0.74 | 161% |
| Annual Report Gross Expense Ratio | 1.24 | 0.75 | 165% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 25.489 | 17.444 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 24.1B | 2% |
| Annual Yield % from dividends | 0.78 | 0.75 | 103% |
| Returns for 1 year | 26.17 | 10.74 | 244% |
| Returns for 3 years | 52.04 | 28.30 | 184% |
| Returns for 5 years | 45.84 | 20.84 | 220% |
| Returns for 10 years | 80.45 | 64.05 | 126% |
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