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HWMAX vs JVMRX
HWMAX vs JVMRX Comparison
Open Charts HWMAX vs JVMRX
HWMAX vs JVMRX Comparison Chart in %
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HWMAX vs. JVMRX commentary
Jul 06, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. HWMAX (397M). HWMAX pays higher dividends than JVMRX: HWMAX (1.05) vs JVMRX (0.78). HWMAX was incepted earlier than JVMRX: HWMAX (26 years) vs JVMRX (15 years). HWMAX (1.21) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. HWMAX (31.00). HWMAX has a lower initial minimum investment than JVMRX: HWMAX (2500) vs JVMRX (1000000). HWMAX annual gain was more profitable for investors over the last year : 21.05 vs. JVMRX (6.79). HWMAX return over 5 years is better than : 60.77 vs. JVMRX (12.69).
| HWMAX | JVMRX | HWMAX / JVMRX | |
| Total Expense Ratio | 1.21 | 0.74 | 164% |
| Annual Report Gross Expense Ratio | 1.21 | 0.75 | 161% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | 13.446 | 11.981 | 112% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 397M | 23.4B | 2% |
| Annual Yield % from dividends | 1.05 | 0.78 | 136% |
| Returns for 1 year | 21.05 | 6.79 | 310% |
| Returns for 3 years | 44.62 | 20.15 | 221% |
| Returns for 5 years | 60.77 | 12.69 | 479% |
| Returns for 10 years | 132.16 | 64.88 | 204% |
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