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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
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. HRMDX (484M). HRMDX pays higher dividends than JVMSX: HRMDX (1.06) vs JVMSX (0.34). HRMDX was incepted earlier than JVMSX: HRMDX (12 years) vs JVMSX (15 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 : 9.39 vs. JVMSX (2.80). JVMSX return over 5 years is better than : 15.00 vs. HRMDX (-1.75).
| 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 | 15 years | - |
| Gain YTD | 13.636 | 13.841 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 484M | 23.4B | 2% |
| Annual Yield % from dividends | 1.06 | 0.34 | 315% |
| Returns for 1 year | 9.39 | 2.80 | 336% |
| Returns for 3 years | 15.24 | 21.03 | 72% |
| Returns for 5 years | -1.75 | 15.00 | -12% |
| Returns for 10 years | 58.54 | 57.04 | 103% |
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