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HRMDX vs JVMSX
HRMDX vs JVMSX Comparison
Open Charts HRMDX vs JVMSX
HRMDX vs JVMSX Comparison Chart in %
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HRMDX vs. JVMSX commentary
Aug 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.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.1B vs. HRMDX (502M). HRMDX pays higher dividends than JVMSX: HRMDX (1.06) vs JVMSX (0.34). 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 : 15.61 vs. JVMSX (10.13). JVMSX return over 5 years is better than : 18.29 vs. HRMDX (1.66).
| HRMDX | JVMSX | HRMDX / JVMSX | |
| Total Expense Ratio | 1.10 | 1.24 | 89% |
| Annual Report Gross Expense Ratio | 1.21 | 1.25 | 97% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 17.424 | 17.063 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 24.1B | 2% |
| Annual Yield % from dividends | 1.06 | 0.34 | 312% |
| Returns for 1 year | 15.61 | 10.13 | 154% |
| Returns for 3 years | 19.26 | 26.24 | 73% |
| Returns for 5 years | 1.66 | 18.29 | 9% |
| Returns for 10 years | 58.25 | 58.07 | 100% |
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