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HMVYX vs JVMIX
HMVYX vs JVMIX Comparison
Open Charts HMVYX vs JVMIX
HMVYX vs JVMIX Comparison Chart in %
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HMVYX vs. JVMIX commentary
Sep 18, 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 HMVYX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. HMVYX (1.15B). HMVYX pays higher dividends than JVMIX: HMVYX (0.74) vs JVMIX (0.65). HMVYX was incepted earlier than JVMIX: HMVYX (25 years) vs JVMIX (29 years). HMVYX (0.86) and JVMIX (0.86) have similar cost to investors . HMVYX is a more actively managed with annual turnover of: 192.00 vs. JVMIX (48.00). HMVYX (250000) and JVMIX (250000) have matching initial minimum investment requirements. HMVYX annual gain was more profitable for investors over the last year : 7.60 vs. JVMIX (3.25). JVMIX return over 5 years is better than : 15.23 vs. HMVYX (5.90).
| HMVYX | JVMIX | HMVYX / JVMIX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 0.86 | 0.86 | 100% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 9.309 | 12.450 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 23.3B | 5% |
| Annual Yield % from dividends | 0.74 | 0.65 | 113% |
| Returns for 1 year | 7.60 | 3.25 | 234% |
| Returns for 3 years | 13.87 | 20.78 | 67% |
| Returns for 5 years | 5.90 | 15.23 | 39% |
| Returns for 10 years | 35.00 | 58.14 | 60% |
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