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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
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.2B vs. HWMIX (436M). HWMIX pays higher dividends than JVMCX: HWMIX (1.10) 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). HWMIX is a more actively managed with annual turnover of: 52.00 vs. JVMCX (48.00). 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 : 27.01 vs. JVMCX (0.77). HWMIX return over 5 years is better than : 88.03 vs. JVMCX (9.33).
| 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 | 24.717 | 12.392 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 436M | 23.2B | 2% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 27.01 | 0.77 | 3,502% |
| Returns for 3 years | 49.80 | 16.32 | 305% |
| Returns for 5 years | 88.03 | 9.33 | 943% |
| Returns for 10 years | 146.69 | 45.22 | 324% |
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