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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
Jun 20, 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: 22.9B vs. HWMIX (389M). HWMIX pays higher dividends than JVMCX: HWMIX (1.23) vs JVMCX (0.00). HWMIX was incepted earlier than JVMCX: HWMIX (29 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 : 24.27 vs. JVMCX (6.70). HWMIX return over 5 years is better than : 64.88 vs. JVMCX (7.17).
| HWMIX | JVMCX | HWMIX / JVMCX | |
| Total Expense Ratio | 1.00 | 1.85 | 54% |
| Annual Report Gross Expense Ratio | 1.00 | 1.86 | 54% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 11.124 | 8.366 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 22.9B | 2% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | 24.27 | 6.70 | 362% |
| Returns for 3 years | 40.70 | 13.95 | 292% |
| Returns for 5 years | 64.88 | 7.17 | 905% |
| Returns for 10 years | 125.94 | 44.02 | 286% |
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