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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
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.2B vs. HRMVX (483M). HRMVX pays higher dividends than JVMSX: HRMVX (0.86) vs JVMSX (0.34). HRMVX was incepted earlier than JVMSX: HRMVX (24 years) vs JVMSX (15 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 : 18.88 vs. JVMSX (1.90). HRMVX return over 5 years is better than : 45.58 vs. JVMSX (14.00).
| 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 | 15 years | - |
| Gain YTD | 23.365 | 12.852 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 483M | 23.2B | 2% |
| Annual Yield % from dividends | 0.86 | 0.34 | 255% |
| Returns for 1 year | 18.88 | 1.90 | 992% |
| Returns for 3 years | 48.69 | 19.98 | 244% |
| Returns for 5 years | 45.58 | 14.00 | 326% |
| Returns for 10 years | 83.80 | 55.68 | 150% |
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