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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
Jun 03, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. HMVAX (1.19B). 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 (49.00). 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 : 15.79 vs. JVMRX (7.17). JVMRX return over 5 years is better than : 5.11 vs. HMVAX (-0.87).
| 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 | 10.724 | 6.227 | 172% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 22.5B | 5% |
| Annual Yield % from dividends | 0.64 | 0.81 | 80% |
| Returns for 1 year | 15.79 | 7.17 | 220% |
| Returns for 3 years | 15.04 | 20.52 | 73% |
| Returns for 5 years | -0.87 | 5.11 | -17% |
| Returns for 10 years | 26.95 | 54.85 | 49% |
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