HMVCX
Price
$12.05
Change
+$0.05 (+0.42%)
Updated
Jul 24 closing price
Net Assets
1.22B
JVMRX
Price
$31.22
Change
+$0.43 (+1.40%)
Updated
Jul 24 closing price
Net Assets
23.25B
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HMVCX vs JVMRX

HMVCX vs JVMRX Comparison Chart in %
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HMVCX vs. JVMRX commentary
Jul 25, 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 HMVCX is a Buy and JVMRX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. HMVCX (1.22B). JVMRX pays higher dividends than HMVCX: JVMRX (0.78) vs HMVCX (0.02). HMVCX was incepted earlier than JVMRX: HMVCX (25 years) vs JVMRX (15 years). HMVCX (1.97) is less costly to investors than JVMRX (0.75). HMVCX is a more actively managed with annual turnover of: 192.00 vs. JVMRX (48.00). HMVCX has a lower initial minimum investment than JVMRX: HMVCX (2000) vs JVMRX (1000000). HMVCX annual gain was more profitable for investors over the last year : 11.04 vs. JVMRX (6.05). JVMRX return over 5 years is better than : 15.20 vs. HMVCX (-11.37).
HMVCXJVMRXHMVCX / JVMRX
Total Expense Ratio1.970.74266%
Annual Report Gross Expense Ratio1.970.75263%
Fund Existence25 years15 years-
Gain YTD15.27412.127126%
Front LoadN/AN/A-
Min. Initial Investment200010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.22B23.2B5%
Annual Yield % from dividends0.020.783%
Returns for 1 year11.046.05182%
Returns for 3 years-1.6716.71-10%
Returns for 5 years-11.3715.20-75%
Returns for 10 years-1.0158.37-2%
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