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HMVSX vs JVMRX
HMVSX vs JVMRX Comparison
Open Charts HMVSX vs JVMRX
HMVSX vs JVMRX Comparison Chart in %
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HMVSX 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 HMVSX is a Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. HMVSX (1.19B). JVMRX pays higher dividends than HMVSX: JVMRX (0.81) vs HMVSX (0.50). HMVSX was incepted earlier than JVMRX: HMVSX (16 years) vs JVMRX (15 years). HMVSX (1.17) is less costly to investors than JVMRX (0.75). HMVSX is a more actively managed with annual turnover of: 192.00 vs. JVMRX (49.00). HMVSX has a lower initial minimum investment than JVMRX: HMVSX (0) vs JVMRX (1000000). HMVSX annual gain was more profitable for investors over the last year : 16.22 vs. JVMRX (7.17). JVMRX return over 5 years is better than : 5.11 vs. HMVSX (2.70).
| HMVSX | JVMRX | HMVSX / JVMRX | |
| Total Expense Ratio | 1.17 | 0.74 | 158% |
| Annual Report Gross Expense Ratio | 1.17 | 0.75 | 156% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 10.680 | 6.227 | 171% |
| 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 | 0.50 | 0.81 | 62% |
| Returns for 1 year | 16.22 | 7.17 | 226% |
| Returns for 3 years | 17.52 | 20.52 | 85% |
| Returns for 5 years | 2.70 | 5.11 | 53% |
| Returns for 10 years | 33.90 | 54.85 | 62% |
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