HIMVX
Price
$34.33
Change
+$0.20 (+0.59%)
Updated
Sep 11 closing price
Net Assets
482.65M
JVMRX
Price
$31.37
Change
+$0.27 (+0.87%)
Updated
Sep 11 closing price
Net Assets
23.18B
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HIMVX vs JVMRX

HIMVX vs JVMRX Comparison Chart in %
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HIMVX vs. JVMRX commentary
Sep 13, 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 Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. HIMVX (483M). HIMVX (0.77) and JVMRX (0.74) 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 : 18.67 vs. JVMRX (2.46). HIMVX return over 5 years is better than : 44.50 vs. JVMRX (16.49).
HIMVXJVMRXHIMVX / JVMRX
Total Expense Ratio1.190.74161%
Annual Report Gross Expense Ratio1.240.75165%
Fund Existence24 years15 years-
Gain YTD23.27813.256176%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets483M23.2B2%
Annual Yield % from dividends0.770.74104%
Returns for 1 year18.672.46758%
Returns for 3 years47.9121.93218%
Returns for 5 years44.5016.49270%
Returns for 10 years82.0961.53133%
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