HRMDX
Price
$14.78
Change
+$0.05 (+0.34%)
Updated
Jun 22 closing price
Net Assets
485.41M
JVMSX
Price
$29.71
Change
-$0.05 (-0.17%)
Updated
Jun 23 closing price
Net Assets
22.92B
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HRMDX vs JVMSX

HRMDX vs JVMSX Comparison Chart in %
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HRMDX vs. JVMSX commentary
Jun 24, 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 HRMDX is a Hold and JVMSX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.9B vs. HRMDX (485M). HRMDX pays higher dividends than JVMSX: HRMDX (1.12) vs JVMSX (0.36). HRMDX was incepted earlier than JVMSX: HRMDX (12 years) vs JVMSX (14 years). JVMSX (1.25) and HRMDX (1.21) have similar cost to investors . HRMDX is a more actively managed with annual turnover of: 72.00 vs. JVMSX (48.00). JVMSX has a lower initial minimum investment than HRMDX: JVMSX (0) vs HRMDX (1000). HRMDX annual gain was more profitable for investors over the last year : 12.19 vs. JVMSX (7.00). JVMSX return over 5 years is better than : 8.54 vs. HRMDX (-2.47).
HRMDXJVMSXHRMDX / JVMSX
Total Expense Ratio1.101.2489%
Annual Report Gross Expense Ratio1.211.2597%
Fund Existence12 years14 years-
Gain YTD11.5918.971129%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets485M22.9B2%
Annual Yield % from dividends1.120.36307%
Returns for 1 year12.197.00174%
Returns for 3 years16.7520.3382%
Returns for 5 years-2.478.54-29%
Returns for 10 years63.0159.59106%
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