Interact to see
Advertisement
Advertisement
HMVJX vs JVMRX
HMVJX vs JVMRX Comparison
Open Charts HMVJX vs JVMRX
HMVJX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMVJX vs. JVMRX commentary
Jun 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.7B vs. HMVJX (1.19B). HMVJX pays higher dividends than JVMRX: HMVJX (0.93) vs JVMRX (0.81). 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 : 14.38 vs. JVMRX (7.00). JVMRX return over 5 years is better than : 6.78 vs. HMVJX (1.18).
| 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 | 11.245 | 7.611 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 22.7B | 5% |
| Annual Yield % from dividends | 0.93 | 0.81 | 116% |
| Returns for 1 year | 14.38 | 7.00 | 205% |
| Returns for 3 years | 14.37 | 19.74 | 73% |
| Returns for 5 years | 1.18 | 6.78 | 17% |
| Returns for 10 years | 33.31 | 59.42 | 56% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement