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HMVYX vs JVMRX
HMVYX vs JVMRX Comparison
Open Charts HMVYX vs JVMRX
HMVYX vs JVMRX Comparison Chart in %
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HMVYX vs. JVMRX commentary
Jul 01, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. HMVYX (1.25B). JVMRX pays higher dividends than HMVYX: JVMRX (0.81) vs HMVYX (0.76). HMVYX was incepted earlier than JVMRX: HMVYX (25 years) vs JVMRX (15 years). HMVYX (0.86) is less costly to investors than JVMRX (0.75). HMVYX is a more actively managed with annual turnover of: 192.00 vs. JVMRX (48.00). HMVYX has a lower initial minimum investment than JVMRX: HMVYX (250000) vs JVMRX (1000000). HMVYX annual gain was more profitable for investors over the last year : 19.17 vs. JVMRX (7.46). HMVYX return over 5 years is better than : 12.60 vs. JVMRX (11.41).
| HMVYX | JVMRX | HMVYX / JVMRX | |
| Total Expense Ratio | 0.86 | 0.74 | 116% |
| Annual Report Gross Expense Ratio | 0.86 | 0.75 | 115% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 17.503 | 10.743 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 23.2B | 5% |
| Annual Yield % from dividends | 0.76 | 0.81 | 94% |
| Returns for 1 year | 19.17 | 7.46 | 257% |
| Returns for 3 years | 20.70 | 19.09 | 108% |
| Returns for 5 years | 12.60 | 11.41 | 110% |
| Returns for 10 years | 49.85 | 63.06 | 79% |
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