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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
Sep 21, 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: 23.3B vs. HMVYX (1.15B). HMVYX pays higher dividends than JVMSX: HMVYX (0.74) vs JVMSX (0.34). HMVYX was incepted earlier than JVMSX: HMVYX (25 years) vs JVMSX (15 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 : 6.24 vs. JVMSX (1.78). JVMSX return over 5 years is better than : 12.93 vs. HMVYX (5.47).
| 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 | 15 years | - |
| Gain YTD | 8.863 | 11.754 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 23.3B | 5% |
| Annual Yield % from dividends | 0.74 | 0.34 | 220% |
| Returns for 1 year | 6.24 | 1.78 | 350% |
| Returns for 3 years | 13.73 | 19.13 | 72% |
| Returns for 5 years | 5.47 | 12.93 | 42% |
| Returns for 10 years | 35.43 | 53.26 | 67% |
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