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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
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 HRMVX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.9B vs. HRMVX (444M). HRMVX pays higher dividends than JVMAX: HRMVX (0.92) vs JVMAX (0.52). 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 : 26.11 vs. JVMAX (7.16). HRMVX return over 5 years is better than : 35.94 vs. JVMAX (7.91).
| 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 | 16.827 | 8.731 | 193% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 22.9B | 2% |
| Annual Yield % from dividends | 0.92 | 0.52 | 178% |
| Returns for 1 year | 26.11 | 7.16 | 365% |
| Returns for 3 years | 45.98 | 19.12 | 241% |
| Returns for 5 years | 35.94 | 7.91 | 454% |
| Returns for 10 years | 84.17 | 56.81 | 148% |
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