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HMVYX vs JVMSX
HMVYX vs JVMSX Comparison
Open Charts HMVYX vs JVMSX
HMVYX vs JVMSX Comparison Chart in %
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HMVYX vs. JVMSX commentary
Jun 23, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.9B vs. HMVYX (1.22B). HMVYX pays higher dividends than JVMSX: HMVYX (0.76) vs JVMSX (0.36). HMVYX was incepted earlier than JVMSX: HMVYX (25 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than HMVYX (0.86). HMVYX is a more actively managed with annual turnover of: 192.00 vs. JVMSX (48.00). JVMSX has a lower initial minimum investment than HMVYX: JVMSX (0) vs HMVYX (250000). HMVYX annual gain was more profitable for investors over the last year : 19.08 vs. JVMSX (7.91). HMVYX return over 5 years is better than : 13.24 vs. JVMSX (11.74).
| HMVYX | JVMSX | HMVYX / JVMSX | |
| Total Expense Ratio | 0.86 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 1.25 | 69% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 14.381 | 8.642 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 22.9B | 5% |
| Annual Yield % from dividends | 0.76 | 0.36 | 209% |
| Returns for 1 year | 19.08 | 7.91 | 241% |
| Returns for 3 years | 17.50 | 16.52 | 106% |
| Returns for 5 years | 13.24 | 11.74 | 113% |
| Returns for 10 years | 44.88 | 54.43 | 82% |
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