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HMVSX vs JVMCX
HMVSX vs JVMCX Comparison
Open Charts HMVSX vs JVMCX
HMVSX vs JVMCX Comparison Chart in %
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HMVSX vs. JVMCX commentary
Jun 24, 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 HMVSX is a Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.9B vs. HMVSX (1.23B). HMVSX pays higher dividends than JVMCX: HMVSX (0.50) vs JVMCX (0.00). HMVSX was incepted earlier than JVMCX: HMVSX (16 years) vs JVMCX (15 years). JVMCX (1.86) is less costly to investors than HMVSX (1.17). HMVSX is a more actively managed with annual turnover of: 192.00 vs. JVMCX (48.00). HMVSX has a lower initial minimum investment than JVMCX: HMVSX (0) vs JVMCX (1000). HMVSX annual gain was more profitable for investors over the last year : 18.38 vs. JVMCX (6.33). HMVSX return over 5 years is better than : 8.41 vs. JVMCX (4.62).
| HMVSX | JVMCX | HMVSX / JVMCX | |
| Total Expense Ratio | 1.17 | 1.85 | 63% |
| Annual Report Gross Expense Ratio | 1.17 | 1.86 | 63% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 14.220 | 8.366 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 22.9B | 5% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 18.38 | 6.33 | 290% |
| Returns for 3 years | 20.85 | 16.34 | 128% |
| Returns for 5 years | 8.41 | 4.62 | 182% |
| Returns for 10 years | 43.92 | 48.50 | 91% |
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