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HWMIX vs JVMRX
HWMIX vs JVMRX Comparison
Open Charts HWMIX vs JVMRX
HWMIX vs JVMRX Comparison Chart in %
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HWMIX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. HWMIX (427M). HWMIX pays higher dividends than JVMRX: HWMIX (1.15) vs JVMRX (0.75). HWMIX was incepted earlier than JVMRX: HWMIX (30 years) vs JVMRX (15 years). HWMIX (1.00) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. HWMIX (31.00). HWMIX has a lower initial minimum investment than JVMRX: HWMIX (250000) vs JVMRX (1000000). HWMIX annual gain was more profitable for investors over the last year : 32.16 vs. JVMRX (8.86). HWMIX return over 5 years is better than : 82.08 vs. JVMRX (16.31).
| HWMIX | JVMRX | HWMIX / JVMRX | |
| Total Expense Ratio | 1.00 | 0.74 | 135% |
| Annual Report Gross Expense Ratio | 1.00 | 0.75 | 133% |
| Fund Existence | 30 years | 15 years | - |
| Gain YTD | 20.980 | 14.348 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 23.6B | 2% |
| Annual Yield % from dividends | 1.15 | 0.75 | 153% |
| Returns for 1 year | 32.16 | 8.86 | 363% |
| Returns for 3 years | 42.96 | 19.29 | 223% |
| Returns for 5 years | 82.08 | 16.31 | 503% |
| Returns for 10 years | 149.15 | 63.73 | 234% |
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