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HMVRX vs JVMAX
HMVRX vs JVMAX Comparison
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HMVRX vs JVMAX Comparison Chart in %
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HMVRX vs. JVMAX commentary
Aug 25, 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 HMVRX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.1B vs. HMVRX (1.22B). JVMAX pays higher dividends than HMVRX: JVMAX (0.48) vs HMVRX (0.08). HMVRX was incepted earlier than JVMAX: HMVRX (16 years) vs JVMAX (29 years). HMVRX (1.47) is less costly to investors than JVMAX (1.11). HMVRX is a more actively managed with annual turnover of: 192.00 vs. JVMAX (48.00). HMVRX has a lower initial minimum investment than JVMAX: HMVRX (0) vs JVMAX (1000). HMVRX annual gain was more profitable for investors over the last year : 15.31 vs. JVMAX (9.78). JVMAX return over 5 years is better than : 17.02 vs. HMVRX (7.77).
| HMVRX | JVMAX | HMVRX / JVMAX | |
| Total Expense Ratio | 1.47 | 1.10 | 134% |
| Annual Report Gross Expense Ratio | 1.47 | 1.11 | 132% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 15.955 | 17.152 | 93% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 24.1B | 5% |
| Annual Yield % from dividends | 0.08 | 0.48 | 16% |
| Returns for 1 year | 15.31 | 9.78 | 157% |
| Returns for 3 years | 17.13 | 25.36 | 68% |
| Returns for 5 years | 7.77 | 17.02 | 46% |
| Returns for 10 years | 29.42 | 55.69 | 53% |
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