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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 26, 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 Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. HMVYX (1.23B). JVMRX pays higher dividends than HMVYX: JVMRX (0.78) vs HMVYX (0.72). 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 : 15.38 vs. JVMRX (7.53). JVMRX return over 5 years is better than : 16.81 vs. HMVYX (13.64).
| 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 | 16.444 | 13.693 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 23.6B | 5% |
| Annual Yield % from dividends | 0.72 | 0.78 | 93% |
| Returns for 1 year | 15.38 | 7.53 | 204% |
| Returns for 3 years | 14.99 | 18.34 | 82% |
| Returns for 5 years | 13.64 | 16.81 | 81% |
| Returns for 10 years | 42.51 | 60.58 | 70% |
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