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HMVSX vs JVMIX
HMVSX vs JVMIX Comparison
Open Charts HMVSX vs JVMIX
HMVSX vs JVMIX Comparison Chart in %
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HMVSX vs. JVMIX commentary
Sep 13, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. HMVSX (1.16B). JVMIX pays higher dividends than HMVSX: JVMIX (0.65) vs HMVSX (0.49). HMVSX was incepted earlier than JVMIX: HMVSX (16 years) vs JVMIX (29 years). HMVSX (1.17) is less costly to investors than JVMIX (0.86). HMVSX is a more actively managed with annual turnover of: 192.00 vs. JVMIX (48.00). HMVSX has a lower initial minimum investment than JVMIX: HMVSX (0) vs JVMIX (250000). HMVSX annual gain was more profitable for investors over the last year : 6.86 vs. JVMIX (2.36). JVMIX return over 5 years is better than : 16.01 vs. HMVSX (4.77).
| HMVSX | JVMIX | HMVSX / JVMIX | |
| Total Expense Ratio | 1.17 | 0.85 | 138% |
| Annual Report Gross Expense Ratio | 1.17 | 0.86 | 136% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 10.623 | 13.178 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 23.2B | 5% |
| Annual Yield % from dividends | 0.49 | 0.65 | 75% |
| Returns for 1 year | 6.86 | 2.36 | 291% |
| Returns for 3 years | 13.79 | 21.56 | 64% |
| Returns for 5 years | 4.77 | 16.01 | 30% |
| Returns for 10 years | 32.49 | 60.41 | 54% |
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