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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 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. HIMVX (460M). 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 : 29.04 vs. JVMRX (8.86). HIMVX return over 5 years is better than : 42.70 vs. JVMRX (16.31).
| 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 | 23.387 | 14.348 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 23.6B | 2% |
| Annual Yield % from dividends | 0.78 | 0.75 | 103% |
| Returns for 1 year | 29.04 | 8.86 | 328% |
| Returns for 3 years | 41.25 | 19.29 | 214% |
| Returns for 5 years | 42.70 | 16.31 | 262% |
| Returns for 10 years | 83.09 | 63.73 | 130% |
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