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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
Jul 27, 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: 23.6B vs. HWMAX (419M). HWMAX pays higher dividends than JVMIX: HWMAX (1.05) vs JVMIX (0.68). 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 : 26.30 vs. JVMIX (7.39). HWMAX return over 5 years is better than : 78.80 vs. JVMIX (16.34).
| 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 | 18.364 | 13.615 | 135% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 419M | 23.6B | 2% |
| Annual Yield % from dividends | 1.05 | 0.68 | 154% |
| Returns for 1 year | 26.30 | 7.39 | 356% |
| Returns for 3 years | 41.16 | 17.94 | 229% |
| Returns for 5 years | 78.80 | 16.34 | 482% |
| Returns for 10 years | 134.05 | 59.39 | 226% |
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