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HMVRX vs JVMRX
HMVRX vs JVMRX Comparison
Open Charts HMVRX vs JVMRX
HMVRX vs JVMRX Comparison Chart in %
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HMVRX vs. JVMRX commentary
Jun 04, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. HMVRX (1.19B). JVMRX pays higher dividends than HMVRX: JVMRX (0.81) vs HMVRX (0.08). HMVRX was incepted earlier than JVMRX: HMVRX (16 years) vs JVMRX (15 years). HMVRX (1.47) is less costly to investors than JVMRX (0.75). HMVRX is a more actively managed with annual turnover of: 192.00 vs. JVMRX (49.00). HMVRX has a lower initial minimum investment than JVMRX: HMVRX (0) vs JVMRX (1000000). HMVRX annual gain was more profitable for investors over the last year : 15.74 vs. JVMRX (7.17). JVMRX return over 5 years is better than : 5.11 vs. HMVRX (-0.04).
| HMVRX | JVMRX | HMVRX / JVMRX | |
| Total Expense Ratio | 1.47 | 0.74 | 199% |
| Annual Report Gross Expense Ratio | 1.47 | 0.75 | 196% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 10.558 | 6.227 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 22.5B | 5% |
| Annual Yield % from dividends | 0.08 | 0.81 | 10% |
| Returns for 1 year | 15.74 | 7.17 | 220% |
| Returns for 3 years | 15.66 | 20.52 | 76% |
| Returns for 5 years | -0.04 | 5.11 | -1% |
| Returns for 10 years | 28.54 | 54.85 | 52% |
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