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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
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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. HWMAX (452M). HWMAX pays higher dividends than JVMRX: HWMAX (0.93) vs JVMRX (0.74). 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 : 32.42 vs. JVMRX (7.10). HWMAX return over 5 years is better than : 84.67 vs. JVMRX (17.50).
| 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 | 27.136 | 16.715 | 162% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 452M | 23.9B | 2% |
| Annual Yield % from dividends | 0.93 | 0.74 | 125% |
| Returns for 1 year | 32.42 | 7.10 | 457% |
| Returns for 3 years | 49.47 | 25.23 | 196% |
| Returns for 5 years | 84.67 | 17.50 | 484% |
| Returns for 10 years | 141.39 | 61.26 | 231% |
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