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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
Aug 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 HMVRX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. HMVRX (1.24B). JVMRX pays higher dividends than HMVRX: JVMRX (0.75) 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 (48.00). 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 : 18.54 vs. JVMRX (12.31). JVMRX return over 5 years is better than : 17.40 vs. HMVRX (6.35).
| 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 | 17.378 | 17.407 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 24.2B | 5% |
| Annual Yield % from dividends | 0.08 | 0.75 | 10% |
| Returns for 1 year | 18.54 | 12.31 | 151% |
| Returns for 3 years | 14.94 | 24.46 | 61% |
| Returns for 5 years | 6.35 | 17.40 | 37% |
| Returns for 10 years | 32.75 | 65.03 | 50% |
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