HWMIX
Price
$64.83
Change
-$0.34 (-0.52%)
Updated
Jun 18 closing price
Net Assets
389.35M
JVMRX
Price
$29.91
Change
+$0.09 (+0.30%)
Updated
Jun 18 closing price
Net Assets
22.86B
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HWMIX vs JVMRX

HWMIX vs JVMRX Comparison Chart in %
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HWMIX vs. JVMRX 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 JVMRX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. HWMIX (389M). HWMIX pays higher dividends than JVMRX: HWMIX (1.23) vs JVMRX (0.81). HWMIX was incepted earlier than JVMRX: HWMIX (29 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 : 24.27 vs. JVMRX (8.50). HWMIX return over 5 years is better than : 64.88 vs. JVMRX (14.18).
HWMIXJVMRXHWMIX / JVMRX
Total Expense Ratio1.000.74135%
Annual Report Gross Expense Ratio1.000.75133%
Fund Existence29 years15 years-
Gain YTD11.1248.922125%
Front LoadN/AN/A-
Min. Initial Investment250000100000025%
Min. Initial Investment IRAN/AN/A-
Net Assets389M22.9B2%
Annual Yield % from dividends1.230.81152%
Returns for 1 year24.278.50285%
Returns for 3 years40.7017.35235%
Returns for 5 years64.8814.18457%
Returns for 10 years125.9460.22209%
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