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HMVCX vs JVMRX
HMVCX vs JVMRX Comparison
Open Charts HMVCX vs JVMRX
HMVCX vs JVMRX Comparison Chart in %
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HMVCX vs. JVMRX commentary
Sep 04, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.8B vs. HMVCX (1.19B). JVMRX pays higher dividends than HMVCX: JVMRX (0.74) 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 : 8.81 vs. JVMRX (7.97). JVMRX return over 5 years is better than : 16.69 vs. HMVCX (-15.61).
| 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 | 13.064 | 15.914 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 23.8B | 5% |
| Annual Yield % from dividends | 0.02 | 0.74 | 3% |
| Returns for 1 year | 8.81 | 7.97 | 110% |
| Returns for 3 years | -1.22 | 22.60 | -5% |
| Returns for 5 years | -15.61 | 16.69 | -94% |
| Returns for 10 years | -4.78 | 60.07 | -8% |
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