Interact to see
Advertisement
Advertisement
HMVYX vs JVMTX
HMVYX vs JVMTX Comparison
Open Charts HMVYX vs JVMTX
HMVYX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMVYX vs. JVMTX commentary
Jun 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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23B vs. HMVYX (1.23B). HMVYX pays higher dividends than JVMTX: HMVYX (0.76) vs JVMTX (0.59). HMVYX was incepted earlier than JVMTX: HMVYX (25 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than HMVYX (0.86). HMVYX is a more actively managed with annual turnover of: 192.00 vs. JVMTX (48.00). JVMTX has a lower initial minimum investment than HMVYX: JVMTX (0) vs HMVYX (250000). HMVYX annual gain was more profitable for investors over the last year : 18.46 vs. JVMTX (8.05). HMVYX return over 5 years is better than : 9.90 vs. JVMTX (9.32).
| HMVYX | JVMTX | HMVYX / JVMTX | |
| Total Expense Ratio | 0.86 | 0.99 | 87% |
| Annual Report Gross Expense Ratio | 0.86 | 1.10 | 78% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 15.162 | 9.661 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 23B | 5% |
| Annual Yield % from dividends | 0.76 | 0.59 | 130% |
| Returns for 1 year | 18.46 | 8.05 | 229% |
| Returns for 3 years | 22.11 | 20.84 | 106% |
| Returns for 5 years | 9.90 | 9.32 | 106% |
| Returns for 10 years | 55.84 | 68.77 | 81% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement