Interact to see
Advertisement
Advertisement
HWMIX vs JVMCX
HWMIX vs JVMCX Comparison
Open Charts HWMIX vs JVMCX
HWMIX vs JVMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWMIX vs. JVMCX commentary
Jul 14, 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 HWMIX is a Buy and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.3B vs. HWMIX (406M). HWMIX pays higher dividends than JVMCX: HWMIX (1.25) vs JVMCX (0.00). HWMIX was incepted earlier than JVMCX: HWMIX (30 years) vs JVMCX (15 years). JVMCX (1.86) is less costly to investors than HWMIX (1.00). JVMCX is a more actively managed with annual turnover of: 48.00 vs. HWMIX (31.00). JVMCX has a lower initial minimum investment than HWMIX: JVMCX (1000) vs HWMIX (250000). HWMIX annual gain was more profitable for investors over the last year : 22.53 vs. JVMCX (4.60). HWMIX return over 5 years is better than : 71.02 vs. JVMCX (7.38).
| HWMIX | JVMCX | HWMIX / JVMCX | |
| Total Expense Ratio | 1.00 | 1.85 | 54% |
| Annual Report Gross Expense Ratio | 1.00 | 1.86 | 54% |
| Fund Existence | 30 years | 15 years | - |
| Gain YTD | 14.587 | 11.220 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 23.3B | 2% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 22.53 | 4.60 | 490% |
| Returns for 3 years | 43.97 | 12.78 | 344% |
| Returns for 5 years | 71.02 | 7.38 | 963% |
| Returns for 10 years | 131.80 | 43.64 | 302% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement