Interact to see
Advertisement
Advertisement
HMVFX vs JVMRX
HMVFX vs JVMRX Comparison
Open Charts HMVFX vs JVMRX
HMVFX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMVFX vs. JVMRX commentary
Jul 14, 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 StrongBuy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. HMVFX (1.23B). HMVFX pays higher dividends than JVMRX: HMVFX (0.92) vs JVMRX (0.78). 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 : 14.64 vs. JVMRX (6.32). JVMRX return over 5 years is better than : 14.37 vs. HMVFX (9.45).
| 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 | 16.137 | 11.835 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 23.3B | 5% |
| Annual Yield % from dividends | 0.92 | 0.78 | 118% |
| Returns for 1 year | 14.64 | 6.32 | 232% |
| Returns for 3 years | 14.88 | 18.15 | 82% |
| Returns for 5 years | 9.45 | 14.37 | 66% |
| Returns for 10 years | N/A | 59.74 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers