Interact to see
Advertisement
Advertisement
HMVJX vs JVMIX
HMVJX vs JVMIX Comparison
Open Charts HMVJX vs JVMIX
HMVJX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMVJX vs. JVMIX commentary
Aug 03, 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 HMVJX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. HMVJX (1.21B). HMVJX pays higher dividends than JVMIX: HMVJX (0.90) vs JVMIX (0.66). HMVJX was incepted earlier than JVMIX: HMVJX (16 years) vs JVMIX (29 years). HMVJX (0.86) and JVMIX (0.86) have similar cost to investors . HMVJX is a more actively managed with annual turnover of: 192.00 vs. JVMIX (48.00). HMVJX has a lower initial minimum investment than JVMIX: HMVJX (2000) vs JVMIX (250000). HMVJX annual gain was more profitable for investors over the last year : 15.94 vs. JVMIX (8.75). JVMIX return over 5 years is better than : 15.79 vs. HMVJX (7.14).
| HMVJX | JVMIX | HMVJX / JVMIX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 0.86 | 0.86 | 100% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 15.311 | 14.270 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 23.6B | 5% |
| Annual Yield % from dividends | 0.90 | 0.66 | 136% |
| Returns for 1 year | 15.94 | 8.75 | 182% |
| Returns for 3 years | 10.29 | 18.93 | 54% |
| Returns for 5 years | 7.14 | 15.79 | 45% |
| Returns for 10 years | 35.34 | 62.51 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers