Interact to see
Advertisement
Advertisement
HMVSX vs JVMRX
HMVSX vs JVMRX Comparison
Open Charts HMVSX vs JVMRX
HMVSX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMVSX vs. JVMRX commentary
Aug 23, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. HMVSX (1.22B). JVMRX pays higher dividends than HMVSX: JVMRX (0.75) vs HMVSX (0.49). 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 (48.00). 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 : 15.89 vs. JVMRX (10.74). JVMRX return over 5 years is better than : 20.84 vs. HMVSX (10.72).
| 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 | 16.219 | 17.444 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 24.1B | 5% |
| Annual Yield % from dividends | 0.49 | 0.75 | 65% |
| Returns for 1 year | 15.89 | 10.74 | 148% |
| Returns for 3 years | 19.13 | 28.30 | 68% |
| Returns for 5 years | 10.72 | 20.84 | 51% |
| Returns for 10 years | 34.95 | 64.05 | 55% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MSSYX | 12.17 | 0.16 | +1.33% |
| AMG Frontier Small Cap Growth Z | |||
| GSSQX | 70.38 | 0.41 | +0.59% |
| Goldman Sachs US Equity Insights A | |||
| SCQGX | 93.27 | 0.46 | +0.50% |
| DWS Large Cap Focus Growth S | |||
| FTIHX | 20.08 | N/A | N/A |
| Fidelity Total International Index | |||
| CBHMX | 9.28 | -0.02 | -0.22% |
| Victory Market Neutral Income Member | |||