Interact to see
Advertisement
Advertisement
HIMVX vs JVMRX
HIMVX vs JVMRX Comparison
Open Charts HIMVX vs JVMRX
HIMVX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HIMVX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. HIMVX (444M). HIMVX (0.83) and JVMRX (0.81) 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 : 25.39 vs. JVMRX (8.08). HIMVX return over 5 years is better than : 34.14 vs. JVMRX (11.43).
| 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 | 17.150 | 8.922 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 22.9B | 2% |
| Annual Yield % from dividends | 0.83 | 0.81 | 103% |
| Returns for 1 year | 25.39 | 8.08 | 314% |
| Returns for 3 years | 45.72 | 21.91 | 209% |
| Returns for 5 years | 34.14 | 11.43 | 299% |
| Returns for 10 years | 83.11 | 65.14 | 128% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement