Interact to see
Advertisement
Advertisement
HWMAX vs JVMIX
HWMAX vs JVMIX Comparison
Open Charts HWMAX vs JVMIX
HWMAX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWMAX vs. JVMIX commentary
Aug 16, 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: 24.4B vs. HWMAX (450M). HWMAX pays higher dividends than JVMIX: HWMAX (0.97) vs JVMIX (0.66). 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 : 35.29 vs. JVMIX (10.75). HWMAX return over 5 years is better than : 84.97 vs. JVMIX (18.59).
| 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 | 26.718 | 18.457 | 145% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 450M | 24.4B | 2% |
| Annual Yield % from dividends | 0.97 | 0.66 | 147% |
| Returns for 1 year | 35.29 | 10.75 | 328% |
| Returns for 3 years | 52.02 | 27.28 | 191% |
| Returns for 5 years | 84.97 | 18.59 | 457% |
| Returns for 10 years | 143.35 | 65.94 | 217% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement