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HWMIX vs JVMIX
HWMIX vs JVMIX Comparison
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HWMIX vs JVMIX Comparison Chart in %
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HWMIX vs. JVMIX 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. HWMIX (454M). HWMIX pays higher dividends than JVMIX: HWMIX (1.15) vs JVMIX (0.66). HWMIX was incepted earlier than JVMIX: HWMIX (30 years) vs JVMIX (29 years). HWMIX (1.00) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. HWMIX (31.00). HWMIX (250000) and JVMIX (250000) have matching initial minimum investment requirements. HWMIX annual gain was more profitable for investors over the last year : 37.21 vs. JVMIX (10.63). HWMIX return over 5 years is better than : 96.31 vs. JVMIX (20.35).
| HWMIX | JVMIX | HWMIX / JVMIX | |
| Total Expense Ratio | 1.00 | 0.85 | 118% |
| Annual Report Gross Expense Ratio | 1.00 | 0.86 | 116% |
| Fund Existence | 30 years | 29 years | - |
| Gain YTD | 28.008 | 17.364 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 24.1B | 2% |
| Annual Yield % from dividends | 1.15 | 0.66 | 174% |
| Returns for 1 year | 37.21 | 10.63 | 350% |
| Returns for 3 years | 57.15 | 27.91 | 205% |
| Returns for 5 years | 96.31 | 20.35 | 473% |
| Returns for 10 years | 148.51 | 62.83 | 236% |
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