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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 24, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. HMVFX (1.23B). 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 (48.00). HMVFX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. HMVFX annual gain was more profitable for investors over the last year : 17.89 vs. JVMRX (7.59). JVMRX return over 5 years is better than : 10.89 vs. HMVFX (7.32).
| 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 | 15.057 | 9.250 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 22.9B | 5% |
| Annual Yield % from dividends | 0.97 | 0.81 | 120% |
| Returns for 1 year | 17.89 | 7.59 | 236% |
| Returns for 3 years | 20.72 | 22.28 | 93% |
| Returns for 5 years | 7.32 | 10.89 | 67% |
| Returns for 10 years | N/A | 65.64 | - |
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