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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
Jul 14, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.3B vs. HRMVX (447M). HRMVX pays higher dividends than JVMSX: HRMVX (0.89) vs JVMSX (0.35). 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 : 24.23 vs. JVMSX (5.76). HRMVX return over 5 years is better than : 41.63 vs. JVMSX (11.93).
| 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 | 20.793 | 11.534 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 447M | 23.3B | 2% |
| Annual Yield % from dividends | 0.89 | 0.35 | 255% |
| Returns for 1 year | 24.23 | 5.76 | 420% |
| Returns for 3 years | 42.33 | 16.25 | 260% |
| Returns for 5 years | 41.63 | 11.93 | 349% |
| Returns for 10 years | 79.07 | 53.94 | 147% |
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