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HWMAX vs JVMIX
HWMAX vs JVMIX Comparison
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HWMAX vs JVMIX Comparison Chart in %
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HWMAX vs. JVMIX commentary
Sep 05, 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 HWMAX is a Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. HWMAX (452M). HWMAX pays higher dividends than JVMIX: HWMAX (0.93) vs JVMIX (0.65). HWMAX was incepted earlier than JVMIX: HWMAX (26 years) vs JVMIX (29 years). HWMAX (1.21) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. HWMAX (31.00). HWMAX has a lower initial minimum investment than JVMIX: HWMAX (2500) vs JVMIX (250000). HWMAX annual gain was more profitable for investors over the last year : 32.42 vs. JVMIX (6.99). HWMAX return over 5 years is better than : 84.67 vs. JVMIX (17.02).
| HWMAX | JVMIX | HWMAX / JVMIX | |
| Total Expense Ratio | 1.21 | 0.85 | 142% |
| Annual Report Gross Expense Ratio | 1.21 | 0.86 | 141% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 27.136 | 16.636 | 163% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 452M | 23.9B | 2% |
| Annual Yield % from dividends | 0.93 | 0.65 | 142% |
| Returns for 1 year | 32.42 | 6.99 | 464% |
| Returns for 3 years | 49.47 | 24.85 | 199% |
| Returns for 5 years | 84.67 | 17.02 | 498% |
| Returns for 10 years | 141.39 | 60.13 | 235% |
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