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HRMVX vs JVMSX
HRMVX vs JVMSX Comparison
Open Charts HRMVX vs JVMSX
HRMVX vs JVMSX Comparison Chart in %
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HRMVX 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 HRMVX is a Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.9B vs. HRMVX (444M). HRMVX pays higher dividends than JVMSX: HRMVX (0.92) vs JVMSX (0.36). HRMVX was incepted earlier than JVMSX: HRMVX (24 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than HRMVX (1.15). JVMSX is a more actively managed with annual turnover of: 48.00 vs. HRMVX (20.00). JVMSX has a lower initial minimum investment than HRMVX: JVMSX (0) vs HRMVX (50000). HRMVX annual gain was more profitable for investors over the last year : 26.11 vs. JVMSX (7.00). HRMVX return over 5 years is better than : 35.94 vs. JVMSX (8.54).
| HRMVX | JVMSX | HRMVX / JVMSX | |
| Total Expense Ratio | 1.10 | 1.24 | 89% |
| Annual Report Gross Expense Ratio | 1.15 | 1.25 | 92% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 16.827 | 8.971 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 22.9B | 2% |
| Annual Yield % from dividends | 0.92 | 0.36 | 253% |
| Returns for 1 year | 26.11 | 7.00 | 373% |
| Returns for 3 years | 45.98 | 20.33 | 226% |
| Returns for 5 years | 35.94 | 8.54 | 421% |
| Returns for 10 years | 84.17 | 59.59 | 141% |
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