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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
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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. HWMIX (436M). HWMIX pays higher dividends than JVMIX: HWMIX (1.10) vs JVMIX (0.65). 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). HWMIX is a more actively managed with annual turnover of: 52.00 vs. JVMIX (48.00). HWMIX (250000) and JVMIX (250000) have matching initial minimum investment requirements. HWMIX annual gain was more profitable for investors over the last year : 27.01 vs. JVMIX (2.36). HWMIX return over 5 years is better than : 88.03 vs. JVMIX (16.01).
| 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 | 24.717 | 13.178 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 436M | 23.2B | 2% |
| Annual Yield % from dividends | 1.10 | 0.65 | 169% |
| Returns for 1 year | 27.01 | 2.36 | 1,145% |
| Returns for 3 years | 49.80 | 21.56 | 231% |
| Returns for 5 years | 88.03 | 16.01 | 550% |
| Returns for 10 years | 146.69 | 60.41 | 243% |
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