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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
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 HMVJX is a StrongBuy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. HMVJX (1.23B). HMVJX pays higher dividends than JVMRX: HMVJX (0.88) vs JVMRX (0.78). 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 : 14.61 vs. JVMRX (6.32). JVMRX return over 5 years is better than : 14.37 vs. HMVJX (8.90).
| 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 | 16.074 | 11.835 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 23.3B | 5% |
| Annual Yield % from dividends | 0.88 | 0.78 | 114% |
| Returns for 1 year | 14.61 | 6.32 | 231% |
| Returns for 3 years | 14.54 | 18.15 | 80% |
| Returns for 5 years | 8.90 | 14.37 | 62% |
| Returns for 10 years | 34.52 | 59.74 | 58% |
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