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HMVRX vs JVMIX
HMVRX vs JVMIX Comparison
Open Charts HMVRX vs JVMIX
HMVRX vs JVMIX Comparison Chart in %
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HMVRX vs. JVMIX commentary
Sep 21, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. HMVRX (1.15B). JVMIX pays higher dividends than HMVRX: JVMIX (0.65) vs HMVRX (0.08). HMVRX was incepted earlier than JVMIX: HMVRX (16 years) vs JVMIX (29 years). HMVRX (1.47) is less costly to investors than JVMIX (0.86). HMVRX is a more actively managed with annual turnover of: 192.00 vs. JVMIX (48.00). HMVRX has a lower initial minimum investment than JVMIX: HMVRX (0) vs JVMIX (250000). HMVRX annual gain was more profitable for investors over the last year : 5.34 vs. JVMIX (2.21). JVMIX return over 5 years is better than : 14.85 vs. HMVRX (0.33).
| HMVRX | JVMIX | HMVRX / JVMIX | |
| Total Expense Ratio | 1.47 | 0.85 | 173% |
| Annual Report Gross Expense Ratio | 1.47 | 0.86 | 171% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 8.363 | 12.086 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 23.3B | 5% |
| Annual Yield % from dividends | 0.08 | 0.65 | 12% |
| Returns for 1 year | 5.34 | 2.21 | 242% |
| Returns for 3 years | 10.24 | 20.71 | 49% |
| Returns for 5 years | 0.33 | 14.85 | 2% |
| Returns for 10 years | 25.14 | 57.93 | 43% |
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