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HMVFX vs JVMCX
HMVFX vs JVMCX Comparison
Open Charts HMVFX vs JVMCX
HMVFX vs JVMCX Comparison Chart in %
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HMVFX vs. JVMCX commentary
Sep 13, 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 HMVFX is a Hold and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.2B vs. HMVFX (1.17B). HMVFX pays higher dividends than JVMCX: HMVFX (0.94) vs JVMCX (0.00). HMVFX was incepted earlier than JVMCX: HMVFX (10 years) vs JVMCX (15 years). JVMCX (1.86) is less costly to investors than HMVFX (0.75). HMVFX is a more actively managed with annual turnover of: 192.00 vs. JVMCX (48.00). JVMCX has a lower initial minimum investment than HMVFX: JVMCX (1000) vs HMVFX (1000000). HMVFX annual gain was more profitable for investors over the last year : 6.91 vs. JVMCX (0.77). JVMCX return over 5 years is better than : 9.33 vs. HMVFX (3.76).
| HMVFX | JVMCX | HMVFX / JVMCX | |
| Total Expense Ratio | 0.75 | 1.85 | 41% |
| Annual Report Gross Expense Ratio | 0.75 | 1.86 | 40% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 10.991 | 12.392 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 23.2B | 5% |
| Annual Yield % from dividends | 0.94 | 0.00 | - |
| Returns for 1 year | 6.91 | 0.77 | 896% |
| Returns for 3 years | 13.16 | 16.32 | 81% |
| Returns for 5 years | 3.76 | 9.33 | 40% |
| Returns for 10 years | N/A | 45.22 | - |
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