Interact to see
Advertisement
Advertisement
HMVYX vs JVMRX
HMVYX vs JVMRX Comparison
Open Charts HMVYX vs JVMRX
HMVYX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMVYX vs. JVMRX commentary
Aug 30, 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: 23.9B vs. HMVYX (1.21B). JVMRX (0.75) and HMVYX (0.73) have matching dividends . 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 : 12.58 vs. JVMRX (7.74). JVMRX return over 5 years is better than : 16.23 vs. HMVYX (8.73).
| 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 | 15.106 | 16.642 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 23.9B | 5% |
| Annual Yield % from dividends | 0.73 | 0.75 | 97% |
| Returns for 1 year | 12.58 | 7.74 | 162% |
| Returns for 3 years | 17.12 | 24.35 | 70% |
| Returns for 5 years | 8.73 | 16.23 | 54% |
| Returns for 10 years | 38.88 | 62.00 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| OEICX | 114.14 | -0.29 | -0.25% |
| JPMorgan Equity Index C | |||
| TIOIX | 18.19 | -0.13 | -0.71% |
| Nuveen International Opps R6 | |||
| DRLAX | 9.69 | -0.08 | -0.82% |
| BNY Mellon Developed Markets RE Scs - A | |||
| REBYX | 31.34 | -0.34 | -1.07% |
| Russell Inv US Small Cap Equity Y | |||
| BSGIX | 16.47 | -0.25 | -1.50% |
| Baird Small/Mid Cap Growth Institutional | |||