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HMVTX vs JVMIX
HMVTX vs JVMIX Comparison
Open Charts HMVTX vs JVMIX
HMVTX vs JVMIX Comparison Chart in %
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HMVTX vs. JVMIX commentary
Sep 17, 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 HMVTX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. HMVTX (1.15B). HMVTX pays higher dividends than JVMIX: HMVTX (0.73) vs JVMIX (0.65). HMVTX was incepted earlier than JVMIX: HMVTX (16 years) vs JVMIX (29 years). HMVTX (0.87) and JVMIX (0.86) have similar cost to investors . HMVTX is a more actively managed with annual turnover of: 192.00 vs. JVMIX (48.00). HMVTX has a lower initial minimum investment than JVMIX: HMVTX (0) vs JVMIX (250000). HMVTX annual gain was more profitable for investors over the last year : 8.83 vs. JVMIX (4.29). JVMIX return over 5 years is better than : 16.46 vs. HMVTX (6.92).
| HMVTX | JVMIX | HMVTX / JVMIX | |
| Total Expense Ratio | 0.87 | 0.85 | 102% |
| Annual Report Gross Expense Ratio | 0.87 | 0.86 | 101% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 10.520 | 13.651 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 23.3B | 5% |
| Annual Yield % from dividends | 0.73 | 0.65 | 111% |
| Returns for 1 year | 8.83 | 4.29 | 206% |
| Returns for 3 years | 14.99 | 22.07 | 68% |
| Returns for 5 years | 6.92 | 16.46 | 42% |
| Returns for 10 years | 36.40 | 60.53 | 60% |
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