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HRMVX vs JVMRX
HRMVX vs JVMRX Comparison
Open Charts HRMVX vs JVMRX
HRMVX vs JVMRX Comparison Chart in %
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HRMVX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. HRMVX (460M). HRMVX pays higher dividends than JVMRX: HRMVX (0.86) vs JVMRX (0.75). HRMVX was incepted earlier than JVMRX: HRMVX (24 years) vs JVMRX (15 years). HRMVX (1.15) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. HRMVX (20.00). HRMVX has a lower initial minimum investment than JVMRX: HRMVX (50000) vs JVMRX (1000000). HRMVX annual gain was more profitable for investors over the last year : 29.29 vs. JVMRX (8.86). HRMVX return over 5 years is better than : 43.73 vs. JVMRX (16.31).
| HRMVX | JVMRX | HRMVX / JVMRX | |
| Total Expense Ratio | 1.10 | 0.74 | 149% |
| Annual Report Gross Expense Ratio | 1.15 | 0.75 | 153% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 23.473 | 14.348 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 23.6B | 2% |
| Annual Yield % from dividends | 0.86 | 0.75 | 114% |
| Returns for 1 year | 29.29 | 8.86 | 331% |
| Returns for 3 years | 41.97 | 19.29 | 218% |
| Returns for 5 years | 43.73 | 16.31 | 268% |
| Returns for 10 years | 84.69 | 63.73 | 133% |
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