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HMVJX vs JVMRX
HMVJX vs JVMRX Comparison
Open Charts HMVJX vs JVMRX
HMVJX vs JVMRX Comparison Chart in %
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HMVJX vs. JVMRX commentary
Sep 12, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. HMVJX (1.17B). HMVJX pays higher dividends than JVMRX: HMVJX (0.91) vs JVMRX (0.74). HMVJX was incepted earlier than JVMRX: HMVJX (16 years) vs JVMRX (15 years). HMVJX (0.86) is less costly to investors than JVMRX (0.75). HMVJX is a more actively managed with annual turnover of: 192.00 vs. JVMRX (48.00). HMVJX has a lower initial minimum investment than JVMRX: HMVJX (2000) vs JVMRX (1000000). HMVJX annual gain was more profitable for investors over the last year : 6.81 vs. JVMRX (2.46). JVMRX return over 5 years is better than : 16.49 vs. HMVJX (3.30).
| HMVJX | JVMRX | HMVJX / JVMRX | |
| Total Expense Ratio | 0.86 | 0.74 | 116% |
| Annual Report Gross Expense Ratio | 0.86 | 0.75 | 115% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 10.928 | 13.256 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 23.2B | 5% |
| Annual Yield % from dividends | 0.91 | 0.74 | 122% |
| Returns for 1 year | 6.81 | 2.46 | 276% |
| Returns for 3 years | 12.82 | 21.93 | 58% |
| Returns for 5 years | 3.30 | 16.49 | 20% |
| Returns for 10 years | 29.65 | 61.53 | 48% |
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