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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
Jul 14, 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: 23.3B vs. HIMVX (447M). HIMVX (0.80) and JVMRX (0.78) 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 : 24.00 vs. JVMRX (6.32). HIMVX return over 5 years is better than : 40.56 vs. JVMRX (14.37).
| 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 | 20.703 | 11.835 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 447M | 23.3B | 2% |
| Annual Yield % from dividends | 0.80 | 0.78 | 104% |
| Returns for 1 year | 24.00 | 6.32 | 380% |
| Returns for 3 years | 41.54 | 18.15 | 229% |
| Returns for 5 years | 40.56 | 14.37 | 282% |
| Returns for 10 years | 77.40 | 59.74 | 130% |
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