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HWMIX vs JVMCX
HWMIX vs JVMCX Comparison
Open Charts HWMIX vs JVMCX
HWMIX vs JVMCX Comparison Chart in %
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HWMIX vs. JVMCX commentary
Aug 03, 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: 23.6B vs. HWMIX (427M). 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 : 32.16 vs. JVMCX (7.03). HWMIX return over 5 years is better than : 82.08 vs. JVMCX (9.14).
| 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 | 20.980 | 13.604 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 23.6B | 2% |
| Annual Yield % from dividends | 1.15 | 0.00 | - |
| Returns for 1 year | 32.16 | 7.03 | 457% |
| Returns for 3 years | 42.96 | 13.80 | 311% |
| Returns for 5 years | 82.08 | 9.14 | 898% |
| Returns for 10 years | 149.15 | 47.16 | 316% |
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