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
Aug 23, 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: 24.1B vs. HWMIX (454M). HWMIX pays higher dividends than JVMCX: HWMIX (1.15) 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 : 37.21 vs. JVMCX (8.91). HWMIX return over 5 years is better than : 96.31 vs. JVMCX (13.44).
| 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 | 28.008 | 16.615 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 24.1B | 2% |
| Annual Yield % from dividends | 1.15 | 0.00 | - |
| Returns for 1 year | 37.21 | 8.91 | 418% |
| Returns for 3 years | 57.15 | 22.42 | 255% |
| Returns for 5 years | 96.31 | 13.44 | 717% |
| Returns for 10 years | 148.51 | 47.48 | 313% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DISVX | 35.96 | 0.45 | +1.27% |
| DFA International Small Cap Value I | |||
| GCTMX | 18.81 | 0.21 | +1.13% |
| Goldman Sachs International T/M Eq C | |||
| MGOCX | 33.06 | 0.26 | +0.79% |
| NYLI WMC Enduring Capital Class C | |||
| TSMOX | 19.28 | 0.14 | +0.73% |
| Nuveen Quant Small/Mid Cap Eq Retirement | |||
| CAMSX | 19.31 | 0.13 | +0.68% |
| Cambiar Small Cap Inv | |||