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HRMVX vs JVMTX
HRMVX vs JVMTX Comparison
Open Charts HRMVX vs JVMTX
HRMVX vs JVMTX Comparison Chart in %
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HRMVX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. HRMVX (447M). HRMVX pays higher dividends than JVMTX: HRMVX (0.89) vs JVMTX (0.56). HRMVX was incepted earlier than JVMTX: HRMVX (24 years) vs JVMTX (13 years). HRMVX (1.15) and JVMTX (1.10) have similar cost to investors . JVMTX is a more actively managed with annual turnover of: 48.00 vs. HRMVX (20.00). JVMTX has a lower initial minimum investment than HRMVX: JVMTX (0) vs HRMVX (50000). HRMVX annual gain was more profitable for investors over the last year : 24.23 vs. JVMTX (6.05). HRMVX return over 5 years is better than : 41.63 vs. JVMTX (13.20).
| HRMVX | JVMTX | HRMVX / JVMTX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.15 | 1.10 | 105% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 20.793 | 11.703 | 178% |
| 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 | 0.56 | 158% |
| Returns for 1 year | 24.23 | 6.05 | 401% |
| Returns for 3 years | 42.33 | 17.28 | 245% |
| Returns for 5 years | 41.63 | 13.20 | 315% |
| Returns for 10 years | 79.07 | 56.98 | 139% |
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