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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
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.
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).
| 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 | 11.591 | 8.971 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 22.9B | 2% |
| Annual Yield % from dividends | 1.12 | 0.36 | 307% |
| Returns for 1 year | 12.19 | 7.00 | 174% |
| Returns for 3 years | 16.75 | 20.33 | 82% |
| Returns for 5 years | -2.47 | 8.54 | -29% |
| Returns for 10 years | 63.01 | 59.59 | 106% |
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