HIMVX
Price
$33.30
Change
+$0.01 (+0.03%)
Updated
Jul 13 closing price
Net Assets
447.45M
JVMTX
Price
$30.67
Change
+$0.03 (+0.10%)
Updated
Jul 13 closing price
Net Assets
23.28B
Interact to see
Advertisement

HIMVX vs JVMTX

HIMVX vs JVMTX Comparison Chart in %
View a ticker or compare two or three
VS
HIMVX vs. JVMTX 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 JVMTX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. HIMVX (447M). HIMVX pays higher dividends than JVMTX: HIMVX (0.80) vs JVMTX (0.56). HIMVX was incepted earlier than JVMTX: HIMVX (24 years) vs JVMTX (13 years). HIMVX (1.24) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 48.00 vs. HIMVX (20.00). JVMTX has a lower initial minimum investment than HIMVX: JVMTX (0) vs HIMVX (2500). HIMVX annual gain was more profitable for investors over the last year : 24.00 vs. JVMTX (6.05). HIMVX return over 5 years is better than : 40.56 vs. JVMTX (13.20).
HIMVXJVMTXHIMVX / JVMTX
Total Expense Ratio1.190.99120%
Annual Report Gross Expense Ratio1.241.10113%
Fund Existence24 years13 years-
Gain YTD20.70311.703177%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets447M23.3B2%
Annual Yield % from dividends0.800.56143%
Returns for 1 year24.006.05397%
Returns for 3 years41.5417.28240%
Returns for 5 years40.5613.20307%
Returns for 10 years77.4056.98136%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FCCVX42.44N/A
N/A
Fidelity Advisor Convertible Secs C
TMVIX24.09N/A
N/A
Timothy Plan Large/Mid Cap Value I
RRRZX24.02N/A
N/A
DWS RREEF Real Estate Securities R6
THCVX33.11N/A
N/A
Nuveen Large Cap Value Idx I
VPRDX10.01N/A
N/A
VY® Morgan Stanley Global Franchise R6