Interact to see
Advertisement
Advertisement
HMVCX vs JVMRX
HMVCX vs JVMRX Comparison
Open Charts HMVCX vs JVMRX
HMVCX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMVCX vs. JVMRX commentary
Aug 15, 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.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. HMVCX (1.25B). JVMRX pays higher dividends than HMVCX: JVMRX (0.75) 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 : 12.04 vs. JVMRX (9.36). JVMRX return over 5 years is better than : 18.53 vs. HMVCX (-11.56).
| HMVCX | JVMRX | HMVCX / JVMRX | |
| Total Expense Ratio | 1.97 | 0.74 | 266% |
| Annual Report Gross Expense Ratio | 1.97 | 0.75 | 263% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 17.387 | 17.953 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 24.4B | 5% |
| Annual Yield % from dividends | 0.02 | 0.75 | 3% |
| Returns for 1 year | 12.04 | 9.36 | 129% |
| Returns for 3 years | 2.13 | 25.18 | 8% |
| Returns for 5 years | -11.56 | 18.53 | -62% |
| Returns for 10 years | -0.18 | 64.84 | -0% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement