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HMVFX vs JVMIX
HMVFX vs JVMIX Comparison
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HMVFX vs JVMIX Comparison Chart in %
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HMVFX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. HMVFX (1.17B). HMVFX pays higher dividends than JVMIX: HMVFX (0.94) vs JVMIX (0.65). HMVFX was incepted earlier than JVMIX: HMVFX (10 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than HMVFX (0.75). HMVFX is a more actively managed with annual turnover of: 192.00 vs. JVMIX (48.00). JVMIX has a lower initial minimum investment than HMVFX: JVMIX (250000) vs HMVFX (1000000). HMVFX annual gain was more profitable for investors over the last year : 6.91 vs. JVMIX (2.36). JVMIX return over 5 years is better than : 16.01 vs. HMVFX (3.76).
| HMVFX | JVMIX | HMVFX / JVMIX | |
| Total Expense Ratio | 0.75 | 0.85 | 88% |
| Annual Report Gross Expense Ratio | 0.75 | 0.86 | 87% |
| Fund Existence | 10 years | 29 years | - |
| Gain YTD | 10.991 | 13.178 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 23.2B | 5% |
| Annual Yield % from dividends | 0.94 | 0.65 | 144% |
| Returns for 1 year | 6.91 | 2.36 | 293% |
| Returns for 3 years | 13.16 | 21.56 | 61% |
| Returns for 5 years | 3.76 | 16.01 | 24% |
| Returns for 10 years | N/A | 60.41 | - |
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