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HMVYX vs JVMTX
HMVYX vs JVMTX Comparison
Open Charts HMVYX vs JVMTX
HMVYX vs JVMTX Comparison Chart in %
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HMVYX vs. JVMTX commentary
Aug 25, 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: 24.1B vs. HMVYX (1.22B). HMVYX pays higher dividends than JVMTX: HMVYX (0.73) vs JVMTX (0.55). 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 : 13.39 vs. JVMTX (7.97). JVMTX return over 5 years is better than : 16.47 vs. HMVYX (10.73).
| 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 | 16.444 | 17.244 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 24.1B | 5% |
| Annual Yield % from dividends | 0.73 | 0.55 | 134% |
| Returns for 1 year | 13.39 | 7.97 | 168% |
| Returns for 3 years | 20.89 | 26.56 | 79% |
| Returns for 5 years | 10.73 | 16.47 | 65% |
| Returns for 10 years | 41.58 | 61.59 | 68% |
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