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HMVAX vs JVMRX
HMVAX vs JVMRX Comparison
Open Charts HMVAX vs JVMRX
HMVAX vs JVMRX Comparison Chart in %
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HMVAX vs. JVMRX commentary
Jul 01, 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 HMVAX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. HMVAX (1.25B). JVMRX pays higher dividends than HMVAX: JVMRX (0.81) vs HMVAX (0.64). HMVAX was incepted earlier than JVMRX: HMVAX (25 years) vs JVMRX (15 years). HMVAX (1.13) is less costly to investors than JVMRX (0.75). HMVAX is a more actively managed with annual turnover of: 192.00 vs. JVMRX (48.00). HMVAX has a lower initial minimum investment than JVMRX: HMVAX (2000) vs JVMRX (1000000). HMVAX annual gain was more profitable for investors over the last year : 18.23 vs. JVMRX (7.46). JVMRX return over 5 years is better than : 11.41 vs. HMVAX (6.17).
| HMVAX | JVMRX | HMVAX / JVMRX | |
| Total Expense Ratio | 1.13 | 0.74 | 153% |
| Annual Report Gross Expense Ratio | 1.13 | 0.75 | 151% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 17.377 | 10.743 | 162% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 23.2B | 5% |
| Annual Yield % from dividends | 0.64 | 0.81 | 80% |
| Returns for 1 year | 18.23 | 7.46 | 245% |
| Returns for 3 years | 16.52 | 19.09 | 87% |
| Returns for 5 years | 6.17 | 11.41 | 54% |
| Returns for 10 years | 36.84 | 63.06 | 58% |
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