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HRMVX vs JVMAX
HRMVX vs JVMAX Comparison
Open Charts HRMVX vs JVMAX
HRMVX vs JVMAX Comparison Chart in %
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HRMVX vs. JVMAX commentary
Aug 03, 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 HRMVX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.6B vs. HRMVX (460M). HRMVX pays higher dividends than JVMAX: HRMVX (0.86) vs JVMAX (0.48). HRMVX was incepted earlier than JVMAX: HRMVX (24 years) vs JVMAX (29 years). HRMVX (1.15) and JVMAX (1.11) have similar cost to investors . JVMAX is a more actively managed with annual turnover of: 48.00 vs. HRMVX (20.00). JVMAX has a lower initial minimum investment than HRMVX: JVMAX (1000) vs HRMVX (50000). HRMVX annual gain was more profitable for investors over the last year : 29.29 vs. JVMAX (7.92). HRMVX return over 5 years is better than : 43.73 vs. JVMAX (12.59).
| HRMVX | JVMAX | HRMVX / JVMAX | |
| Total Expense Ratio | 1.10 | 1.10 | 100% |
| Annual Report Gross Expense Ratio | 1.15 | 1.11 | 104% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 23.473 | 14.086 | 167% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 23.6B | 2% |
| Annual Yield % from dividends | 0.86 | 0.48 | 179% |
| Returns for 1 year | 29.29 | 7.92 | 370% |
| Returns for 3 years | 41.97 | 16.53 | 254% |
| Returns for 5 years | 43.73 | 12.59 | 347% |
| Returns for 10 years | 84.69 | 55.40 | 153% |
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