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HMVFX vs JVMRX
HMVFX vs JVMRX Comparison
Open Charts HMVFX vs JVMRX
HMVFX vs JVMRX Comparison Chart in %
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HMVFX vs. JVMRX commentary
Jun 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 HMVFX is a Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. HMVFX (1.19B). HMVFX pays higher dividends than JVMRX: HMVFX (0.97) vs JVMRX (0.81). HMVFX was incepted earlier than JVMRX: HMVFX (9 years) vs JVMRX (15 years). HMVFX (0.75) and JVMRX (0.75) have similar cost to investors . HMVFX is a more actively managed with annual turnover of: 192.00 vs. JVMRX (49.00). HMVFX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. HMVFX annual gain was more profitable for investors over the last year : 16.36 vs. JVMRX (7.17). JVMRX return over 5 years is better than : 5.11 vs. HMVFX (1.74).
| HMVFX | JVMRX | HMVFX / JVMRX | |
| Total Expense Ratio | 0.75 | 0.74 | 101% |
| Annual Report Gross Expense Ratio | 0.75 | 0.75 | 100% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 10.928 | 6.227 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 22.5B | 5% |
| Annual Yield % from dividends | 0.97 | 0.81 | 120% |
| Returns for 1 year | 16.36 | 7.17 | 228% |
| Returns for 3 years | 16.84 | 20.52 | 82% |
| Returns for 5 years | 1.74 | 5.11 | 34% |
| Returns for 10 years | N/A | 54.85 | - |
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