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HMVTX vs JVMRX
HMVTX vs JVMRX Comparison
Open Charts HMVTX vs JVMRX
HMVTX vs JVMRX Comparison Chart in %
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HMVTX vs. JVMRX 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 HMVTX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. HMVTX (1.23B). JVMRX pays higher dividends than HMVTX: JVMRX (0.81) vs HMVTX (0.75). HMVTX was incepted earlier than JVMRX: HMVTX (16 years) vs JVMRX (15 years). HMVTX (0.87) is less costly to investors than JVMRX (0.75). HMVTX is a more actively managed with annual turnover of: 192.00 vs. JVMRX (48.00). HMVTX has a lower initial minimum investment than JVMRX: HMVTX (0) vs JVMRX (1000000). HMVTX annual gain was more profitable for investors over the last year : 18.73 vs. JVMRX (8.08). JVMRX return over 5 years is better than : 11.43 vs. HMVTX (10.77).
| HMVTX | JVMRX | HMVTX / JVMRX | |
| Total Expense Ratio | 0.87 | 0.74 | 118% |
| Annual Report Gross Expense Ratio | 0.87 | 0.75 | 116% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 14.382 | 8.922 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 22.9B | 5% |
| Annual Yield % from dividends | 0.75 | 0.81 | 92% |
| Returns for 1 year | 18.73 | 8.08 | 232% |
| Returns for 3 years | 22.35 | 21.91 | 102% |
| Returns for 5 years | 10.77 | 11.43 | 94% |
| Returns for 10 years | 48.83 | 65.14 | 75% |
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