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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
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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. HMVTX (1.15B). JVMRX (0.74) and HMVTX (0.73) have matching dividends . 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 : 8.83 vs. JVMRX (4.43). JVMRX return over 5 years is better than : 17.02 vs. HMVTX (6.92).
| 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 | 10.520 | 13.765 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 23.3B | 5% |
| Annual Yield % from dividends | 0.73 | 0.74 | 98% |
| Returns for 1 year | 8.83 | 4.43 | 200% |
| Returns for 3 years | 14.99 | 22.48 | 67% |
| Returns for 5 years | 6.92 | 17.02 | 41% |
| Returns for 10 years | 36.40 | 61.71 | 59% |
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